SFA
Semmax Financial Advisors Portfolio holdings
AUM
$388M
This Quarter Return
-7.53%
1 Year Return
+14.23%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
94.23%
Top 10 Holdings %
Top 10 Hldgs %
37.21%
Holding
462
New
435
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.33M |
| 2 |
Vanguard Value ETF
VTV
|
$7.36M |
| 3 |
Vanguard Growth ETF
VUG
|
$6.56M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$5.63M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$5.25M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 6.07% |
| 2 | Real Estate | 5.41% |
| 3 | Communication Services | 5.25% |
| 4 | Healthcare | 4.98% |
| 5 | Energy | 4.32% |
