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
$103M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$532K
3
+$254K
4
CVX icon
Chevron
CVX
+$226K
5
BK icon
Bank of New York Mellon
BK
+$203K

Top Sells

1
+$253K
2
+$207K
3
+$205K
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$52.9K
5
NVDA icon
NVIDIA
NVDA
+$52.6K

Sector Composition

1 Technology 8.2%
2 Healthcare 4.69%
3 Consumer Staples 3.26%
4 Financials 2.45%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 1.22%
1,334
+22
27
$1.26M 1.22%
21,592
-238
28
$1.24M 1.2%
5,042
+330
29
$1.23M 1.19%
11,756
-144
30
$1.18M 1.14%
17,213
-14
31
$1.13M 1.09%
20,030
+138
32
$1.08M 1.04%
3,304
-5
33
$1.05M 1.02%
2,917
-70
34
$996K 0.96%
1,728
+28
35
$991K 0.96%
1,893
-11
36
$985K 0.95%
2,345
-10
37
$982K 0.95%
3,626
-2
38
$922K 0.89%
9,180
-302
39
$844K 0.82%
16,562
+329
40
$796K 0.77%
16,465
-464
41
$756K 0.73%
5,008
-76
42
$756K 0.73%
8,611
+311
43
$743K 0.72%
1,328
-66
44
$716K 0.69%
14,010
-869
45
$646K 0.62%
4,450
-85
46
$632K 0.61%
1,726
+21
47
$599K 0.58%
4,680
-143
48
$598K 0.58%
6,281
-89
49
$568K 0.55%
1,514
+125
50
$500K 0.48%
7,115
+205
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