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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
+3.47%
1 Year Est. Return
+20.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$123M
AUM Growth
+$7.14M
Cap. Flow
+$4.09M
Cap. Flow %
3.32%
Top 10 Hldgs %
38.12%
Holding
100
New
5
Increased
42
Reduced
33
Closed
–

Top Buys

1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$740K
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$480K
3
AAPL icon
Apple
AAPL
+$402K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$360K
5
VTV icon
Vanguard Value ETF
VTV
+$352K

Top Sells

1
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$157K
2
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$62.5K
3
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$62.3K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$53.2K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$43.9K

Sector Composition

1 Technology 10.49%
2 Healthcare 3.7%
3 Financials 2.87%
4 Consumer Staples 2.72%
5 Communication Services 2.7%

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