MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
1-Year Est. Return
11.95%
1 Year Est. Return
+11.95%
AUM
$215M
AUM Growth
-$835K
(-0.39%)
Holding
101
Top Buys
| 1 | +$903K | |
| 2 | +$764K | |
| 3 | +$736K | |
| 4 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$512K |
| 5 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$256K |
Top Sells
| 1 | +$351K | |
| 2 | +$336K | |
| 3 | +$234K | |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$149K |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
+$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Global Consumer Staples ETF
KXI
$866M
| $203K | 0.09% |
+3,168
|
|