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
$125M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$218K
3
+$146K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$145K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$70.1K

Top Sells

1
+$298K
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
+$159K

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
51
$481K 0.38%
8,452
+217
52
$450K 0.36%
2,755
+235
53
$446K 0.36%
18,499
54
$441K 0.35%
5,497
+129
55
$430K 0.34%
1,198
56
$427K 0.34%
8,112
-140
57
$401K 0.32%
25,170
+372
58
$385K 0.31%
12,890
59
$369K 0.29%
4,544
60
$368K 0.29%
1,956
-53
61
$362K 0.29%
19,172
+568
62
$353K 0.28%
12,689
63
$313K 0.25%
2,021
-257
64
$311K 0.25%
8,061
65
$291K 0.23%
11,522
+16
66
$289K 0.23%
3,290
67
$284K 0.23%
1,724
+1
68
$267K 0.21%
6,372
69
$256K 0.2%
1,295
70
$250K 0.2%
4,568
-145
71
$247K 0.2%
9,547
+15
72
$237K 0.19%
10,843
-632
73
$231K 0.18%
8,939
+763
74
$228K 0.18%
1,394
+7
75
$225K 0.18%
4,193
1 2
3
4