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
$187M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$217K
3
+$210K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$164K
5
VHT icon
Vanguard Health Care ETF
VHT
+$117K

Top Sells

1
+$96.9K
2
+$70.8K
3
+$56.8K
4
WELL icon
Welltower
WELL
+$50.1K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$46.8K

Sector Composition

1 Real Estate 1.01%
2 Communication Services 0.24%
3 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$325K 0.17%
12,944
77
$322K 0.17%
12,909
78
$314K 0.17%
3,761
79
$309K 0.17%
1,855
80
$291K 0.16%
13,136
-415
81
$289K 0.15%
20,430
-260
82
$269K 0.14%
4,428
+374
83
$247K 0.13%
6,200
84
$235K 0.13%
1,465
85
$219K 0.12%
2,031
86
$218K 0.12%
+6,075
87
$217K 0.12%
+6,540
88
$210K 0.11%
+7,315
89
$169K 0.09%
10,631
1 2 3
4