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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
+11.06%
1 Year Est. Return
+20.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$115M
AUM Growth
+$11.2M
(+11%)
Cap. Flow
+$311K
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
38.26%
Holding
103
New
6
Increased
32
Reduced
51
Closed
2
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$487K |
| 2 |
SPDR Gold Trust
GLD
|
+$399K |
| 3 |
Broadcom
AVGO
|
+$245K |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$231K |
| 5 |
Walt Disney
DIS
|
+$214K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$996K |
| 2 |
Chevron
CVX
|
+$226K |
| 3 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
+$209K |
| 4 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
+$152K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$130K |
Sector Composition
| 1 | Technology | 9.67% |
| 2 | Healthcare | 3.63% |
| 3 | Consumer Staples | 3.05% |
| 4 | Financials | 2.68% |
| 5 | Consumer Discretionary | 2.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
State Street SPDR S&P Regional Banking ETF
KRE
$4.87B
| $205K | 0.18% |
+3,450
| New | +$192K |
|
|
102
Chevron
CVX
$362B
| – | – |
-1,348
| Closed | -$226K |
|
|
103
Meta Platforms (Facebook)
META
$1.67T
| – | – |
-1,728
| Closed | -$996K |
|
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