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
51
$457K 0.53%
+6,350
52
$441K 0.51%
+4,000
53
$436K 0.5%
+4,816
54
$418K 0.48%
+5,255
55
$415K 0.48%
+1,605
56
$405K 0.47%
+1,465
57
$399K 0.46%
+1,912
58
$394K 0.45%
+1,970
59
$387K 0.45%
+5,665
60
$382K 0.44%
+2,235
61
$382K 0.44%
+4,980
62
$372K 0.43%
+4,600
63
$361K 0.42%
+1,433
64
$357K 0.41%
+770
65
$344K 0.4%
+2,105
66
$338K 0.39%
+3,935
67
$331K 0.38%
+6,855
68
$315K 0.36%
+1,809
69
$304K 0.35%
+733
70
$293K 0.34%
+4,875
71
$288K 0.33%
+5,675
72
$285K 0.33%
+831
73
$271K 0.31%
+17,350
74
$258K 0.3%
+1,484
75
$257K 0.3%
+2,615
1 2
3
4