MCM

Maxim Capital Management Portfolio holdings

AUM $112M
This Quarter Return
-0.08%
1 Year Return
+0.1%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
Cap. Flow
+$4.16M
Cap. Flow %
3.75%
Top 10 Hldgs %
81.65%
Holding
27
New
–
Increased
16
Reduced
6
Closed
1

Top Buys

1
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
$1.57M
2
PGHY icon
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$1.52M
3
DVY icon
iShares Select Dividend ETF
DVY
$1.04M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
$649K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
$370K

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$493K
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$411K
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
$273K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
$222K
5
AAPL icon
Apple
AAPL
$208K

Sector Composition

1 Consumer Discretionary 0.39%
2 Communication Services 0.24%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VSS icon
26
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.63B
$211K 0.19%
2,070
– –
AAPL icon
27
Apple
AAPL
$3.54T
– –
-1,052
Closed -$208K
1
2