SFA

Semmax Financial Advisors Portfolio holdings

AUM $388M
1-Year Est. Return 14.23%
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.3M
3
+$7.81M
4
JPM icon
JPMorgan Chase
JPM
+$6.56M
5
XOM icon
Exxon Mobil
XOM
+$6.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.16%
2 Healthcare 9.66%
3 Technology 8.66%
4 Communication Services 8.46%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.14K ﹤0.01%
+109
202
$8.06K ﹤0.01%
+366
203
$8.02K ﹤0.01%
+166
204
$7.97K ﹤0.01%
+77
205
$7.78K ﹤0.01%
+162
206
$7.59K ﹤0.01%
+100
207
$7.57K ﹤0.01%
+17
208
$7.43K ﹤0.01%
+105
209
$7.31K ﹤0.01%
+533
210
$7.18K ﹤0.01%
+461
211
$6.77K ﹤0.01%
+61
212
$6.77K ﹤0.01%
+40
213
$6.57K ﹤0.01%
+68
214
$6.54K ﹤0.01%
+129
215
$6.44K ﹤0.01%
+17
216
$6.29K ﹤0.01%
+69
217
$6.27K ﹤0.01%
+93
218
$6.15K ﹤0.01%
+71
219
$6.12K ﹤0.01%
+112
220
$6.12K ﹤0.01%
+241
221
$6.1K ﹤0.01%
+46
222
$5.96K ﹤0.01%
+6
223
$5.79K ﹤0.01%
+10
224
$5.73K ﹤0.01%
+79
225
$5.63K ﹤0.01%
+64
7 8
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