MCM

Maxim Capital Management Portfolio holdings

AUM $112M
1-Year Est. Return 0.1%
This Fund
S&P 500
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
-$518K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$369K
2
+$205K
3
+$139K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$84.3K
5
DVY icon
iShares Select Dividend ETF
DVY
+$82.2K

Top Sells

1
+$742K
2
+$671K
3
+$432K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$225K
5
BABA icon
Alibaba
BABA
+$219K

Sector Composition

1 Consumer Discretionary 0.35%
2 Communication Services 0.27%
3 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$218K 0.2%
2,070
-864
27
$208K 0.19%
+4,208
28
– –
-1,200
29
– –
-1,890
1
2