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
$152M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$2.69M
2 +$457K
3 +$400K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$212K
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$212K

Sector Composition

1 Technology 0.48%
2 Real Estate 0.44%
3 Communication Services 0.23%
4 Consumer Discretionary 0.16%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-108,981