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
$135M
AUM Growth
+$7.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$528K
3
+$411K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$391K
5
AMZN icon
Amazon
AMZN
+$217K

Top Sells

1
+$948K
2
+$694K
3
+$539K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$234K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$211K

Sector Composition

1 Real Estate 0.5%
2 Technology 0.38%
3 Communication Services 0.26%
4 Healthcare 0.16%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$377K 0.28%
5,150
52
$366K 0.27%
2,639
+170
53
$365K 0.27%
4,649
54
$361K 0.27%
4,166
55
$348K 0.26%
1,468
-90
56
$345K 0.26%
6,998
57
$342K 0.25%
2,149
-512
58
$325K 0.24%
12,072
+1,135
59
$309K 0.23%
3,110
-22
60
$287K 0.21%
11,012
-652
61
$276K 0.2%
6,219
-579
62
$272K 0.2%
947
63
$252K 0.19%
9,931
64
$230K 0.17%
3,763
-87
65
$229K 0.17%
3,636
66
$228K 0.17%
1,837
67
$220K 0.16%
1,333
+7
68
$219K 0.16%
4,744
-53
69
$217K 0.16%
+1,260
1 2
3