MAS

Madden Advisory Services Portfolio holdings

AUM $258M
1-Year Est. Return 12.13%
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$416K
3
+$378K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$263K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$238K

Top Sells

1
+$612K
2
+$423K
3
+$334K
4
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$260K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$239K

Sector Composition

1 Real Estate 4.97%
2 Communication Services 0.56%
3 Financials 0.29%
4 Industrials 0.21%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K 0.01%
+228
227
$9K 0.01%
99
-1,817
228
$9K 0.01%
+268
229
$9K 0.01%
+470
230
$9K 0.01%
+327
231
$9K 0.01%
+85
232
$9K 0.01%
+130
233
$8K ﹤0.01%
+202
234
$8K ﹤0.01%
+155
235
$8K ﹤0.01%
+66
236
$8K ﹤0.01%
+299
237
$8K ﹤0.01%
+543
238
$7K ﹤0.01%
+122
239
$7K ﹤0.01%
+225
240
$7K ﹤0.01%
+960
241
$6K ﹤0.01%
+57
242
$6K ﹤0.01%
+62
243
$6K ﹤0.01%
+228
244
$6K ﹤0.01%
+280
245
$6K ﹤0.01%
+50
246
$6K ﹤0.01%
+150
247
$5K ﹤0.01%
+85
248
$5K ﹤0.01%
+172
249
$5K ﹤0.01%
+102
250
$5K ﹤0.01%
+46
8 9
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