Madden Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$9.24M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$6.85M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$6.71M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$6.32M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$5.04M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Financials ETF
IYF
|
+$3.42M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
+$3.29M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$3.02M |
| 4 |
iShares Core Moderate Allocation ETF
AOM
|
+$2.82M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$2.71M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 0.52% |
| 2 | Communication Services | 0.21% |
Similar funds
Madden Advisory Services's Q1 2020 Portfolio in Review
As of Q1 2020, Madden Advisory Services held 91 positions worth $144M, down 5.6% from $153M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Madden Advisory Services deployed $22.8M of net new capital in Q1 2020, opening 18 new positions and adding to 14 existing holdings. Its largest new stake was iShares Core S&P Total US Stock Market ETF: 134,704 shares worth $7.71M.
By sector, the portfolio is most concentrated in Real Estate at 0.52% of assets, down from 0.89% a quarter earlier, followed by Communication Services.
On the sell side, the largest reduction was Schwab U.S Small- Cap ETF, an estimated $3.29M trimmed.
- Madden Advisory Services's largest Q1 2020 buy was iShares Core S&P Total US Stock Market ETF: 134,704 shares worth $7.71M.
- Madden Advisory Services added most to Schwab US Large- Cap ETF in Q1 2020, an estimated $6.71M increase.
- Madden Advisory Services's biggest Q1 2020 reduction was Schwab U.S Small- Cap ETF, cutting an estimated $3.29M.
- Madden Advisory Services fully exited iShares US Financials ETF in Q1 2020, selling an estimated $3.42M.
- Madden Advisory Services's ten largest holdings make up 51% of its $144M portfolio in Q1 2020.
- Madden Advisory Services opened 18 new positions and closed 19 in Q1 2020.
- Madden Advisory Services's portfolio value fell 5.6% quarter-over-quarter to $144M.
Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.