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 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
101
-1,405