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
$134M
AUM Growth
+$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$594K
3
+$266K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$250K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$230K

Top Sells

1
+$5.11M
2
+$247K
3
+$205K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$156K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$140K

Sector Composition

1 Technology 2.92%
2 Financials 0.44%
3 Real Estate 0.38%
4 Communication Services 0.21%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$235K 0.18%
1,302
-30
77
$202K 0.15%
+3,982
78
– –
-3,245
79
– –
-9,547
80
– –
-203,976
1 2 3
4