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
$215M
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$7.33M
2 +$475K
3 +$461K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$266K
5
PEP icon
PepsiCo
PEP
+$220K

Sector Composition

1 Technology 3.33%
2 Real Estate 0.46%
3 Financials 0.16%
4 Consumer Discretionary 0.1%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,295
102
-19,808
103
-19,811
104
-290,936