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
$218M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.2M
3
+$1.02M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$886K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$597K

Top Sells

1
+$571K
2
+$460K
3
+$413K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$248K
5
JNJ icon
Johnson & Johnson
JNJ
+$205K

Sector Composition

1 Technology 3.32%
2 Real Estate 0.47%
3 Financials 0.16%
4 Consumer Discretionary 0.11%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.17%
+8,202
77
$358K 0.16%
7,270
+966
78
$357K 0.16%
2,944
79
$349K 0.16%
14,977
+841
80
$340K 0.16%
+13,309
81
$337K 0.15%
+3,474
82
$336K 0.15%
8,939
83
$324K 0.15%
1,534
+135
84
$311K 0.14%
3,533
+797
85
$307K 0.14%
2,022
-252
86
$301K 0.14%
3,630
-74
87
$278K 0.13%
6,227
+299
88
$278K 0.13%
11,853
+1,034
89
$275K 0.13%
+1,536
90
$260K 0.12%
10,828
-541
91
$259K 0.12%
1,309
-66
92
$246K 0.11%
2,517
93
$242K 0.11%
425
-1
94
$239K 0.11%
786
-58
95
$232K 0.11%
8,173
96
$220K 0.1%
1,295
+2
97
$217K 0.1%
+1,757
98
$215K 0.1%
+1,477
99
$209K 0.1%
+7,782
100
$208K 0.1%
+3,168
1 2 3
4
5