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MAS

Madden Advisory Services Portfolio holdings

AUM $254M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$230K
3
+$148K
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$147K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$74.6K

Top Sells

1
+$313K
2
+$219K
3
+$210K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$208K
5
VTV icon
Vanguard Value ETF
VTV
+$174K

Sector Composition

1 Technology 0.46%
2 Real Estate 0.4%
3 Communication Services 0.21%
4 Healthcare 0.18%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 1.04%
9,664
+345
27
$1.25M 1%
68,480
28
$1.19M 0.95%
7,570
+128
29
$1.18M 0.94%
26,810
+920
30
$1.13M 0.9%
19,031
31
$1.11M 0.89%
50,190
+10,119
32
$1.1M 0.88%
24,101
-428
33
$1.1M 0.88%
27,436
+1,754
34
$1.08M 0.86%
7,593
+337
35
$965K 0.77%
5,648
-20
36
$934K 0.75%
13,106
+954
37
$812K 0.65%
13,664
-1,312
38
$721K 0.58%
8,698
+1
39
$703K 0.56%
15,556
+4
40
$692K 0.55%
7,585
+276
41
$657K 0.52%
46,726
42
$646K 0.52%
15,550
43
$584K 0.47%
7,347
44
$578K 0.46%
4,179
+3
45
$578K 0.46%
25,782
+880
46
$562K 0.45%
7,508
-468
47
$548K 0.44%
2,050
48
$499K 0.4%
7,763
49
$496K 0.4%
31,864
-756
50
$483K 0.39%
13,530
+12
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