MAS

Madden Advisory Services Portfolio holdings

AUM $235M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$658K
3
+$633K
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$513K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$477K

Top Sells

1
+$2.69M
2
+$457K
3
+$400K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$212K
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$212K

Sector Composition

1 Technology 0.48%
2 Real Estate 0.44%
3 Communication Services 0.23%
4 Consumer Discretionary 0.16%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.88%
5,914
+18
27
$1.22M 0.8%
3,057
-324
28
$1.03M 0.67%
12,655
+3,750
29
$999K 0.66%
4,884
-25
30
$942K 0.62%
16,640
+25
31
$932K 0.61%
5,958
+2,172
32
$920K 0.6%
8,696
+1
33
$915K 0.6%
47,080
+108
34
$897K 0.59%
5,157
+1
35
$887K 0.58%
8,166
-60
36
$870K 0.57%
16,225
-39
37
$839K 0.55%
28,316
+15
38
$821K 0.54%
13,722
-418
39
$786K 0.52%
7,347
-99
40
$766K 0.5%
29,001
+4,940
41
$737K 0.48%
4,152
+223
42
$718K 0.47%
1,505
+91
43
$686K 0.45%
6,076
+144
44
$675K 0.44%
7,868
-23
45
$621K 0.41%
8,315
+98
46
$584K 0.38%
32,898
-60
47
$562K 0.37%
4,847
+61
48
$510K 0.33%
8,235
49
$465K 0.31%
1,827
+152
50
$460K 0.3%
17,061
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