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MA
Maxele Advisors Portfolio holdings
AUM
$123M
1-Year Est. Return
20.77%
This Fund
S&P 500
This Quarter
Est. Return
+9.12%
1 Year Est. Return
+20.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$86.6M
AUM Growth
–
Cap. Flow
+$84.5M
Cap. Flow
% of AUM
97.5%
Top 10 Holdings %
Top 10 Hldgs %
44.12%
Holding
86
New
86
Increased
–
Reduced
–
Closed
–
Top Buys
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 | |
|---|---|---|---|---|---|---|
76
Vanguard Intermediate-Term Bond ETF
BIV
$29B
| $255K | 0.29% |
+2,915
| New | +$259K |
|
77
Alphabet (Google) Class A
GOOGL
$4.39T
| $255K | 0.29% |
+1,760
| New | +$253K |
|
78
Caterpillar
CAT
$430B
| $250K | 0.29% |
+1,210
| New | +$244K |
|
79
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $249K | 0.29% |
+5,041
| New | +$254K |
|
80
Bristol-Myers Squibb
BMY
$116B
| $233K | 0.27% |
+3,740
| New | +$219K |
|
81
Cisco
CSCO
$462B
| $225K | 0.26% |
+3,555
| New | +$203K |
|
82
Fidelity MSCI Energy Index ETF
FENY
$1.92B
| $222K | 0.26% |
+14,600
| New | +$227K |
|
83
Fidelity MSCI Real Estate Index ETF
FREL
$1.48B
| $212K | 0.25% |
+6,119
| New | +$199K |
|
84
WisdomTree Japan Hedged Equity Fund
DXJ
$7.26B
| $206K | 0.24% |
+3,300
| New | +$207K |
|
85
Starbucks
SBUX
$121B
| $203K | 0.23% |
+1,735
| New | +$196K |
|
86
Invesco Senior Income Trust
VVR
$456M
| $47.3K | 0.05% |
+10,925
| New | +$48.6K |
|
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