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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.16M
3
+$4.72M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.78M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.67%
2 Healthcare 4.54%
3 Consumer Staples 2.93%
4 Consumer Discretionary 2.34%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.28%
+1,732
27
$1.25M 1.19%
+11,055
28
$1.24M 1.19%
+3,309
29
$1.21M 1.16%
+17,227
30
$1.2M 1.15%
+1,312
31
$1.2M 1.14%
+2,987
32
$1.17M 1.11%
+19,892
33
$1.13M 1.08%
+4,712
34
$1.05M 1%
+3,628
35
$1M 0.96%
+2,355
36
$995K 0.95%
+1,700
37
$963K 0.92%
+1,904
38
$845K 0.81%
+9,482
39
$835K 0.8%
+5,084
40
$817K 0.78%
+1,394
41
$816K 0.78%
+16,929
42
$792K 0.76%
+16,233
43
$750K 0.72%
+8,300
44
$738K 0.7%
+4,535
45
$735K 0.7%
+14,879
46
$663K 0.63%
+1,705
47
$659K 0.63%
+6,370
48
$638K 0.61%
+4,823
49
$586K 0.56%
+1,389
50
$571K 0.55%
+5,744
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