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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.16M
3
+$4.72M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.78M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.67%
2 Healthcare 4.54%
3 Consumer Staples 2.93%
4 Consumer Discretionary 2.34%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.85M 5.58%
+31,052
2
$5.16M 4.92%
+10,087
3
$4.72M 4.5%
+35,131
4
$3.78M 3.61%
+28,699
5
$3.68M 3.51%
+6,247
6
$3.57M 3.4%
+19,300
7
$3.28M 3.13%
+23,877
8
$3.17M 3.03%
+65,632
9
$3.06M 2.92%
+18,093
10
$3.04M 2.9%
+31,380
11
$2.7M 2.58%
+27,697
12
$2.54M 2.42%
+10,124
13
$2.49M 2.37%
+104,360
14
$2.44M 2.32%
+4,523
15
$2.31M 2.2%
+10,699
16
$1.92M 1.83%
+27,931
17
$1.59M 1.51%
+10,925
18
$1.56M 1.49%
+19,024
19
$1.49M 1.42%
+6,162
20
$1.44M 1.37%
+6,559
21
$1.41M 1.34%
+21,520
22
$1.4M 1.33%
+6,332
23
$1.37M 1.31%
+11,900
24
$1.36M 1.3%
+21,830
25
$1.36M 1.29%
+7,328
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