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
76
$213K 0.36%
4,605
-110
77
$212K 0.36%
1,270
-2
78
$211K 0.35%
+985
79
$40.6K 0.07%
10,925
80
– –
-1,122
81
– –
-4,030
82
– –
-5,130
1 2 3
4