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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.1M
3
+$9.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.4M
5
DVY icon
iShares Select Dividend ETF
DVY
+$6.25M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.23%
2 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.3M 20.99%
+187,777
2
$13.1M 13.5%
+515,413
3
$9.58M 9.9%
+422,010
4
$7.4M 7.64%
+29,401
5
$6.25M 6.46%
+69,981
6
$6.24M 6.45%
+132,399
7
$4.36M 4.5%
+52,142
8
$3.57M 3.69%
+56,198
9
$3.54M 3.65%
+79,883
10
$3.51M 3.63%
+43,999
11
$2.42M 2.5%
+243,522
12
$2.33M 2.4%
+93,246
13
$2.18M 2.26%
+139,482
14
$2.14M 2.21%
+41,232
15
$2.09M 2.16%
+88,957
16
$2.02M 2.09%
+15,107
17
$1.21M 1.24%
+21,910
18
$957K 0.99%
+9,772
19
$752K 0.78%
+25,844
20
$731K 0.76%
+12,886
21
$565K 0.58%
+37,276
22
$315K 0.33%
+2,790
23
$291K 0.3%
+3,070
24
$266K 0.27%
+26,634
25
$262K 0.27%
+18,448
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