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MAS

Madden Advisory Services Portfolio holdings

AUM $254M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
-1.06%
1 Year Est. Return
+15.17%
3 Year Est. Return
+44.66%
5 Year Est. Return
+47.96%
10 Year Est. Return
+160.46%
AUM
$254M
AUM Growth
+$5.2M
Cap. Flow
+$8.54M
Cap. Flow %
3.36%
Top 10 Hldgs %
42.24%
Holding
112
New
7
Increased
50
Reduced
46
Closed
4

Top Buys

1
VFH icon
Vanguard Financials ETF
VFH
+$1.59M
2
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.37M
3
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.11M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.01M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$927K

Top Sells

1
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.47M
2
VTV icon
Vanguard Value ETF
VTV
+$739K
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$687K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$453K
5
VHT icon
Vanguard Health Care ETF
VHT
+$427K

Sector Composition

1 Technology 0.43%
2 Real Estate 0.39%
3 Financials 0.1%
4 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVT icon
101
InvenTrust Properties
IVT
$2.77B
$249K 0.1%
8,173
– –
IBHI icon
102
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$491M
$248K 0.1%
+10,662
New +$251K
XLRE icon
103
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.38B
$247K 0.1%
6,039
-550
-8% -$23.1K
PRU icon
104
Prudential Financial
PRU
$39.9B
$247K 0.1%
2,524
+20
+0.8% +$2.07K
IJJ icon
105
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.73B
$244K 0.1%
1,840
+1
+0.1% +$137
JNJ icon
106
Johnson & Johnson
JNJ
$611B
$228K 0.09%
+931
New +$217K
IWS icon
107
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$227K 0.09%
1,559
+51
+3% +$7.57K
MDY icon
108
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$216K 0.09%
350
-14
-4% -$8.87K
JNK icon
109
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.35B
– –
-2,612
Closed -$254K
MSFT icon
110
Microsoft
MSFT
$2.86T
– –
-543
Closed -$263K
SCHP icon
111
Schwab US TIPS ETF
SCHP
$16.5B
– –
-8,194
Closed -$217K
XLV icon
112
State Street Health Care Select Sector SPDR ETF
XLV
$40.6B
– –
-1,458
Closed -$226K
1 2 3 4
5

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