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
51
$469K 0.45%
+10,655
52
$459K 0.44%
+4,163
53
$450K 0.43%
+790
54
$444K 0.42%
+3,839
55
$439K 0.42%
+6,910
56
$425K 0.41%
+2,951
57
$425K 0.41%
+956
58
$423K 0.4%
+4,220
59
$414K 0.4%
+4,650
60
$393K 0.38%
+1,084
61
$390K 0.37%
+3,730
62
$378K 0.36%
+1,788
63
$376K 0.36%
+8,557
64
$372K 0.35%
+1,965
65
$359K 0.34%
+4,269
66
$353K 0.34%
+1,431
67
$347K 0.33%
+7,990
68
$341K 0.32%
+804
69
$337K 0.32%
+4,670
70
$337K 0.32%
+2,010
71
$335K 0.32%
+3,136
72
$330K 0.32%
+3,070
73
$325K 0.31%
+2,137
74
$323K 0.31%
+1,416
75
$314K 0.3%
+2,462
1 2
3
4