MAS
Madden Advisory Services Portfolio holdings
AUM
$258M
1-Year Est. Return
12.13%
1 Year Est. Return
+12.13%
AUM
$235M
AUM Growth
+$20.1M
(+9.4%)
Holding
101
Top Buys
| 1 | +$1.01M | |
| 2 | +$922K | |
| 3 | +$635K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$389K |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$325K |
Top Sells
| 1 | +$490K | |
| 2 | +$245K | |
| 3 | +$203K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$152K |
| 5 |
Welltower
WELL
|
+$56.3K |
Sector Composition
| 1 | Technology | 3.44% |
| 2 | Real Estate | 0.44% |
| 3 | Financials | 0.12% |
| 4 | Consumer Discretionary | 0.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Global Consumer Staples ETF
KXI
$859M
| – | – |
-3,168
|
|