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
76
$255K 0.29%
+2,915
77
$255K 0.29%
+1,760
78
$250K 0.29%
+1,210
79
$249K 0.29%
+5,041
80
$233K 0.27%
+3,740
81
$225K 0.26%
+3,555
82
$222K 0.26%
+14,600
83
$212K 0.25%
+6,119
84
$206K 0.24%
+3,300
85
$203K 0.23%
+1,735
86
$47.3K 0.05%
+10,925
1 2 3
4