MA

Maxele Advisors Portfolio holdings

AUM $116M
1-Year Est. Return 17.38%
This Quarter Est. Return
1 Year Est. Return
+17.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.4M
3
+$4.01M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.88M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.76%
2 Healthcare 3.85%
3 Consumer Discretionary 2.28%
4 Consumer Staples 2.06%
5 Financials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 1.22%
+9,201
27
$1.01M 1.17%
+2,781
28
$984K 1.14%
+5,757
29
$961K 1.11%
+7,250
30
$934K 1.08%
+18,556
31
$914K 1.06%
+7,105
32
$860K 0.99%
+1,811
33
$851K 0.98%
+5,405
34
$848K 0.98%
+1,493
35
$785K 0.91%
+1,385
36
$770K 0.89%
+5,045
37
$702K 0.81%
+7,884
38
$683K 0.79%
+4,316
39
$671K 0.78%
+5,197
40
$669K 0.77%
+1,532
41
$641K 0.74%
+12,487
42
$623K 0.72%
+13,352
43
$601K 0.69%
+12,975
44
$563K 0.65%
+1,675
45
$537K 0.62%
+1,598
46
$518K 0.6%
+1,000
47
$505K 0.58%
+8,554
48
$485K 0.56%
+7,980
49
$483K 0.56%
+10,852
50
$468K 0.54%
+5,645
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