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
$167M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$416K
3
+$378K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$263K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$238K

Top Sells

1
+$612K
2
+$423K
3
+$334K
4
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$260K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$239K

Sector Composition

1 Real Estate 4.97%
2 Communication Services 0.56%
3 Financials 0.29%
4 Industrials 0.21%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$135K 0.08%
+8,920
102
$119K 0.07%
+11,019
103
$118K 0.07%
+955
104
$112K 0.07%
+826
105
$104K 0.06%
+1,068
106
$103K 0.06%
+1,300
107
$100K 0.06%
+1,049
108
$99K 0.06%
+1,916
109
$97K 0.06%
+2,040
110
$94K 0.06%
+1,190
111
$89K 0.05%
1,102
-4,135
112
$88K 0.05%
+427
113
$81K 0.05%
+2,612
114
$81K 0.05%
+1,521
115
$79K 0.05%
+5,949
116
$74K 0.04%
+3,425
117
$71K 0.04%
+2,665
118
$71K 0.04%
+912
119
$68K 0.04%
+1,274
120
$66K 0.04%
+2,403
121
$61K 0.04%
+835
122
$60K 0.04%
+3,531
123
$57K 0.03%
+920
124
$57K 0.03%
+2,635
125
$55K 0.03%
+630
3 4
5
6 7