MCM

Maxim Capital Management Portfolio holdings

AUM $112M
1-Year Est. Return 0.1%
This Quarter Est. Return
1 Year Est. Return
+0.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.1M
3
+$9.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.4M
5
DVY icon
iShares Select Dividend ETF
DVY
+$6.25M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.23%
2 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$219K 0.23%
+1,671
27
$213K 0.22%
+5,392
1
2