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
51
$497K 0.48%
5,536
-208
52
$472K 0.46%
2,772
+762
53
$456K 0.44%
10,080
-575
54
$455K 0.44%
4,133
-30
55
$446K 0.43%
4,780
+130
56
$440K 0.43%
3,729
-110
57
$421K 0.41%
790
58
$410K 0.4%
2,926
-25
59
$397K 0.38%
1,813
+25
60
$377K 0.36%
3,170
+100
61
$375K 0.36%
799
-5
62
$374K 0.36%
1,134
+50
63
$372K 0.36%
4,180
-40
64
$368K 0.36%
2,380
+415
65
$367K 0.35%
956
66
$361K 0.35%
3,730
67
$357K 0.35%
4,155
-114
68
$353K 0.34%
8,457
-100
69
$346K 0.33%
7,890
-100
70
$342K 0.33%
1,466
+35
71
$335K 0.32%
1,416
72
$332K 0.32%
4,560
-110
73
$319K 0.31%
2,936
-200
74
$318K 0.31%
2,120
-17
75
$317K 0.31%
2,462
1 2
3
4