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
76
$308K 0.3%
6,052
+1,322
77
$295K 0.28%
1,856
78
$282K 0.27%
3,600
79
$276K 0.27%
4,525
80
$272K 0.26%
4,405
+404
81
$270K 0.26%
4,502
82
$263K 0.25%
4,230
83
$262K 0.25%
1,877
+1
84
$262K 0.25%
2,245
-30
85
$260K 0.25%
4,425
86
$254K 0.25%
+5,535
87
$247K 0.24%
1,198
-90
88
$241K 0.23%
1,455
-36
89
$241K 0.23%
650
-33
90
$238K 0.23%
1,125
-75
91
$237K 0.23%
8,625
+4
92
$233K 0.22%
535
-45
93
$226K 0.22%
+1,348
94
$222K 0.21%
405
95
$219K 0.21%
2,118
96
$217K 0.21%
1,255
+10
97
$203K 0.2%
+2,422
98
– –
-1,091
99
– –
-1,863
100
– –
-7,714
1 2 3
4