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
76
$313K 0.3%
+1,876
77
$300K 0.29%
+1,288
78
$286K 0.27%
+2,275
79
$280K 0.27%
+683
80
$278K 0.27%
+3,600
81
$271K 0.26%
+1,200
82
$264K 0.25%
+4,525
83
$264K 0.25%
+4,230
84
$257K 0.25%
+4,425
85
$253K 0.24%
+1,091
86
$237K 0.23%
+4,001
87
$235K 0.22%
+4,502
88
$233K 0.22%
+8,621
89
$226K 0.22%
+4,730
90
$223K 0.21%
+1,856
91
$218K 0.21%
+1,245
92
$216K 0.21%
+1,491
93
$214K 0.2%
+580
94
$213K 0.2%
+405
95
$213K 0.2%
+2,118
96
$207K 0.2%
+1,863
97
$205K 0.2%
+7,714
1 2 3
4