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
$140M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.44M
3
+$1.88M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.33M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$4.29M
2
+$2.07M
3
+$1.91M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.49M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.14M

Sector Composition

1 Real Estate 0.46%
2 Technology 0.4%
3 Communication Services 0.24%
4 Consumer Discretionary 0.17%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.92%
5,896
+437
27
$1.26M 0.9%
13,405
+2,618
28
$1.21M 0.87%
+3,381
29
$909K 0.65%
46,972
+17,724
30
$900K 0.64%
8,226
+2,265
31
$881K 0.63%
4,909
-674
32
$874K 0.63%
16,615
-225
33
$863K 0.62%
28,301
+4,192
34
$851K 0.61%
8,695
-1,704
35
$848K 0.61%
14,140
-235
36
$831K 0.59%
16,264
-2,209
37
$770K 0.55%
5,156
-7,654
38
$734K 0.52%
+8,905
39
$733K 0.52%
7,446
-388
40
$674K 0.48%
5,932
+644
41
$650K 0.46%
7,891
-219
42
$646K 0.46%
+24,061
43
$610K 0.44%
8,217
+1,363
44
$609K 0.44%
1,414
+411
45
$565K 0.4%
32,958
-5,731
46
$556K 0.4%
3,929
+161
47
$527K 0.38%
3,786
+1,147
48
$487K 0.35%
4,786
-47
49
$464K 0.33%
8,235
+735
50
$447K 0.32%
26,551
-680
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