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
$107M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.45M
3
+$2.31M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.81M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$717K

Top Sells

1
+$3.57M
2
+$2.53M
3
+$2.22M
4
PGHY icon
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
+$1.58M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$262K

Sector Composition

1 Communication Services 0.23%
2 Consumer Discretionary 0.2%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$225K 0.21%
1,890
-900
27
$219K 0.2%
+1,200
28
– –
-5,392
29
– –
-56,198
30
– –
-18,448
1
2