MA

Maxele Advisors Portfolio holdings

AUM $123M
1-Year Est. Return 20.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$1.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$513K
3 +$335K
4
SLV icon
iShares Silver Trust
SLV
+$226K
5
CVX icon
Chevron
CVX
+$205K

Top Sells

1 +$5.46M
2 +$1.3M
3 +$483K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$455K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$316K

Sector Composition

1 Technology 10.32%
2 Healthcare 3.35%
3 Consumer Staples 2.96%
4 Financials 2.87%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LRCX icon
101
Lam Research
LRCX
$299B
-4,960
QQQ icon
102
Invesco QQQ Trust
QQQ
$378B
-9,898
STIP icon
103
iShares 0-5 Year TIPS Bond ETF
STIP
$14.5B
-2,043
VUG icon
104
Vanguard Growth ETF
VUG
$188B
-650
FB
105
ProShares S&P 500 Dynamic Buffer ETF
FB
$1.7M
-1,755