MAS

Madden Advisory Services Portfolio holdings

AUM $249M
1-Year Est. Return 15.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$6.85M
3
+$6.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.32M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.04M

Top Sells

1
+$3.42M
2
+$3.29M
3
+$3.02M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$2.82M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.71M

Sector Composition

1 Real Estate 0.52%
2 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4