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
$111M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.52M
3
+$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
+$493K
2
+$411K
3
+$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 Change
in Stake 		Capital Flow
26
$211K 0.19%
2,070
27
– –
-4,208
1
2