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
51
$346K 0.29%
2,518
+176
52
$342K 0.29%
15,380
-3,996
53
$340K 0.29%
1,732
-157
54
$322K 0.27%
1,558
-697
55
$317K 0.27%
1,250
+38
56
$312K 0.26%
11,778
-731
57
$300K 0.25%
6,998
-80
58
$297K 0.25%
5,150
59
$285K 0.24%
2,512
60
$271K 0.23%
722
61
$266K 0.22%
3,132
62
$251K 0.21%
9,931
63
$249K 0.21%
6,798
64
$242K 0.2%
2,161
-453
65
$224K 0.19%
3,850
66
$224K 0.19%
3,612
-319
67
$221K 0.19%
+1,360
68
$220K 0.18%
+1,395
69
$218K 0.18%
+4,790
70
$218K 0.18%
+3,943
71
– –
-3,025
72
– –
-22,371
1 2
3