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
$218M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.2M
3
+$1.02M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$886K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$597K

Top Sells

1
+$571K
2
+$460K
3
+$413K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$248K
5
JNJ icon
Johnson & Johnson
JNJ
+$205K

Sector Composition

1 Technology 3.32%
2 Real Estate 0.47%
3 Financials 0.16%
4 Consumer Discretionary 0.11%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$926K 0.42%
3,509
+49
52
$923K 0.42%
7,347
+146
53
$905K 0.41%
1,568
+297
54
$803K 0.37%
6,270
-236
55
$737K 0.34%
12,816
+3,163
56
$733K 0.34%
12,250
-1,324
57
$697K 0.32%
2,678
-16
58
$684K 0.31%
8,238
+618
59
$683K 0.31%
26,516
+2,364
60
$656K 0.3%
13,712
+839
61
$577K 0.26%
7,683
+2,481
62
$569K 0.26%
7,232
-330
63
$564K 0.26%
6,985
+481
64
$558K 0.26%
22,203
-395
65
$521K 0.24%
2,121
+342
66
$516K 0.24%
12,425
-233
67
$515K 0.24%
4,132
-76
68
$479K 0.22%
1,523
69
$475K 0.22%
19,808
+1,015
70
$472K 0.22%
1,940
-63
71
$461K 0.21%
19,811
+825
72
$448K 0.21%
6,559
-1,231
73
$430K 0.2%
4,218
-73
74
$427K 0.2%
1,931
+103
75
$404K 0.19%
16,515
-280
1 2
3
4 5