MCM
Maxim Capital Management Portfolio holdings
AUM
$112M
This Quarter Return
+11.73%
1 Year Return
+0.1%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$15.5M
(+16%)
Cap. Flow
+$1.68M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
78.42%
Holding
40
New
4
Increased
21
Reduced
10
Closed
1
Top Buys
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
$6.62M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$2.37M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$2.03M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$678K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$401K |
Sector Composition
| 1 | Consumer Discretionary | 0.66% |
| 2 | Technology | 0.44% |
| 3 | Communication Services | 0.31% |
