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
$144M
AUM Growth
-$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$5.77M
3
+$5.64M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.34M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.26M

Top Sells

1
+$3.42M
2
+$3.02M
3
+$2.82M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.49M
5
VHT icon
Vanguard Health Care ETF
VHT
+$2.44M

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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83
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85
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90
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91
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-16,532
1 2 3
4