MAS
Madden Advisory Services Portfolio holdings
AUM $215M
AUM
$215M
AUM Growth
-$835K (-0.4%)
Cap. Flow
+$2.85M
Cap. Flow % of AUM
1.33%
Top 10 Holdings %Top 10 Hldgs %
44.91%
Holding
101
New
2
Increased
54
Reduced
39
Closed
–
Top Buys
| 1 | $903K | |
| 2 | $764K | |
| 3 | $736K | |
| 4 | $512K | |
| 5 | $256K |
Top Sells
| 1 | $351K | |
| 2 | $336K | |
| 3 | $234K | |
| 4 | $149K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $203K | 0.09% | 3,168 | New | +$203K |
