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
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.22M
3
+$2.9M
4
PGHY icon
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
+$456K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$315K

Top Sells

1
+$4.01M
2
+$3.67M
3
+$2.89M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.64M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$750K

Sector Composition

1 Communication Services 0.23%
2 Technology 0.22%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$219K 0.23%
1,671
+196
27
$213K 0.22%
+5,392
28
– –
-4,920
29
– –
-68,226
30
– –
-10,900
1
2