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
$125M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$218K
3
+$146K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$145K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$70.1K

Top Sells

1
+$298K
2
+$219K
3
+$210K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$208K
5
VTV icon
Vanguard Value ETF
VTV
+$159K

Sector Composition

1 Technology 0.46%
2 Real Estate 0.4%
3 Communication Services 0.21%
4 Healthcare 0.18%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$218K 0.17%
+1,332
77
$205K 0.16%
3,245
78
– –
-2,631
79
– –
-3,982
80
– –
-5,368
1 2 3
4