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
$215M
AUM Growth
-$835K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$764K
3
+$736K
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$512K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$256K

Top Sells

1
+$351K
2
+$336K
3
+$234K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$149K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$110K

Sector Composition

1 Technology 2.99%
2 Real Estate 0.51%
3 Financials 0.15%
4 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$434K 0.2%
4,279
+5
77
$399K 0.19%
7,993
+135
78
$392K 0.18%
1,966
-18
79
$384K 0.18%
3,964
+1
80
$352K 0.16%
15,127
+25
81
$329K 0.15%
2,944
82
$315K 0.15%
8,661
-278
83
$309K 0.14%
3,511
+4
84
$300K 0.14%
3,522
-22
85
$289K 0.13%
1,533
-7
86
$284K 0.13%
3,538
-86
87
$284K 0.13%
2,022
88
$283K 0.13%
12,097
+27
89
$261K 0.12%
6,237
90
$255K 0.12%
10,896
+15
91
$253K 0.12%
3,210
+412
92
$241K 0.11%
1,259
93
$241K 0.11%
2,525
+8
94
$241K 0.11%
8,947
-2
95
$240K 0.11%
8,173
96
$239K 0.11%
764
+2
97
$228K 0.11%
428
+5
98
$227K 0.11%
1,530
+7
99
$211K 0.1%
1,764
+5
100
$205K 0.1%
+2,049
1 2 3
4
5