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
$190M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$539K
3
+$367K
4
BND icon
Vanguard Total Bond Market
BND
+$289K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$218K

Top Sells

1
+$390K
2
+$355K
3
+$326K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$162K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$151K

Sector Composition

1 Technology 3.56%
2 Real Estate 0.43%
3 Financials 0.14%
4 Consumer Staples 0.12%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$307K 0.16%
2,274
77
$289K 0.15%
+3,979
78
$288K 0.15%
1,410
79
$275K 0.14%
5,739
+144
80
$273K 0.14%
2,326
81
$271K 0.14%
3,704
-218
82
$252K 0.13%
1,379
83
$246K 0.13%
10,574
+290
84
$241K 0.13%
10,259
+9
85
$240K 0.13%
2,517
-330
86
$234K 0.12%
5,928
87
$230K 0.12%
2,736
+1
88
$226K 0.12%
407
89
$225K 0.12%
1,288
-22
90
$210K 0.11%
8,173
91
$208K 0.11%
1,313
+8
92
$207K 0.11%
+1,750
1 2 3
4