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
$59.6M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$211K
2
+$96.9K
3
+$72.1K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$36.1K
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$24.4K

Top Sells

1
+$219K
2
+$217K
3
+$201K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$94.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$94.5K

Sector Composition

1 Healthcare 5.18%
2 Technology 4.81%
3 Consumer Staples 2.34%
4 Consumer Discretionary 1.51%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$323K 0.54%
1,389
-28
52
$312K 0.52%
3,284
+380
53
$308K 0.52%
679
-15
54
$306K 0.51%
4,497
-4
55
$303K 0.51%
10,027
-95
56
$297K 0.5%
890
-5
57
$295K 0.5%
5,105
58
$283K 0.47%
1,027
-1
59
$281K 0.47%
6,495
-90
60
$279K 0.47%
5,550
-50
61
$274K 0.46%
1,406
62
$273K 0.46%
3,650
63
$273K 0.46%
1,453
64
$272K 0.46%
3,185
-5
65
$271K 0.46%
2,820
-91
66
$253K 0.43%
2,005
-48
67
$251K 0.42%
2,388
-546
68
$250K 0.42%
2,858
-128
69
$245K 0.41%
4,710
-185
70
$237K 0.4%
6,635
-765
71
$237K 0.4%
1,449
-5
72
$236K 0.4%
3,315
73
$230K 0.39%
4,550
-25
74
$228K 0.38%
1,680
+5
75
$216K 0.36%
3,522
-75
1 2
3
4