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
$86.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.4M
3
+$4.01M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.88M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.76%
2 Healthcare 3.85%
3 Consumer Discretionary 2.28%
4 Consumer Staples 2.06%
5 Financials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.39M 8.53%
+42,201
2
$5.4M 6.23%
+47,335
3
$4.01M 4.63%
+46,834
4
$3.88M 4.48%
+27,570
5
$3.56M 4.11%
+33,662
6
$3.29M 3.8%
+6,902
7
$2.81M 3.25%
+20,773
8
$2.73M 3.15%
+30,883
9
$2.7M 3.12%
+69,145
10
$2.44M 2.82%
+13,515
11
$1.87M 2.16%
+10,555
12
$1.55M 1.79%
+4,552
13
$1.39M 1.61%
+8,289
14
$1.34M 1.55%
+23,680
15
$1.33M 1.54%
+4,360
16
$1.29M 1.49%
+5,795
17
$1.26M 1.45%
+22,457
18
$1.19M 1.37%
+21,137
19
$1.18M 1.36%
+17,145
20
$1.15M 1.32%
+11,154
21
$1.13M 1.31%
+5,169
22
$1.13M 1.3%
+38,310
23
$1.1M 1.27%
+6,643
24
$1.07M 1.23%
+2,126
25
$1.06M 1.22%
+6,340
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