MCM
Maxim Capital Management Portfolio holdings
AUM
$112M
This Quarter Return
-13.88%
1 Year Return
+0.1%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$96.5M
AUM Growth
+$96.5M
(-0.35%)
Cap. Flow
+$4.17M
Cap. Flow
% of AUM
4.32%
Top 10 Holdings %
Top 10 Hldgs %
78.64%
Holding
39
New
12
Increased
8
Reduced
16
Closed
3
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$3.59M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.51M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.63M |
| 4 |
iShares Select Dividend ETF
DVY
|
$1.21M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.01M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.5% |
| 2 | Technology | 0.28% |
| 3 | Communication Services | 0.26% |
