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
$119M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.04M
3
+$562K
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$361K
5
AMZN icon
Amazon
AMZN
+$221K

Top Sells

1
+$840K
2
+$703K
3
+$564K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$358K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$144K

Sector Composition

1 Real Estate 0.46%
2 Technology 0.43%
3 Communication Services 0.25%
4 Consumer Discretionary 0.19%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$925K 0.78%
10,446
-236
27
$899K 0.75%
14,971
+2,622
28
$862K 0.72%
19,306
+1
29
$811K 0.68%
26,455
+98
30
$809K 0.68%
41,822
-1,480
31
$766K 0.64%
7,030
-41
32
$754K 0.63%
16,395
-2,180
33
$667K 0.56%
7,732
-41
34
$582K 0.49%
8,427
+1,738
35
$544K 0.46%
8,420
-15
36
$543K 0.46%
30,180
-660
37
$511K 0.43%
3,852
+21
38
$495K 0.42%
3,503
-309
39
$491K 0.41%
2,755
+68
40
$490K 0.41%
26,820
41
$437K 0.37%
9,252
+930
42
$414K 0.35%
4,874
-59
43
$405K 0.34%
7,851
44
$400K 0.34%
5,150
45
$398K 0.33%
2,817
-118
46
$368K 0.31%
1,739
+451
47
$362K 0.3%
4,372
-393
48
$361K 0.3%
+14,128
49
$360K 0.3%
16,836
50
$352K 0.3%
7,160
1
2
3