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
126
$53K 0.03%
+2,675
127
$53K 0.03%
+419
128
$49K 0.03%
+1,010
129
$46K 0.03%
+467
130
$45K 0.03%
+2,190
131
$43K 0.03%
+1,640
132
$42K 0.03%
+1,688
133
$41K 0.02%
+752
134
$41K 0.02%
+502
135
$40K 0.02%
+1,645
136
$39K 0.02%
+1,120
137
$36K 0.02%
+1,830
138
$36K 0.02%
+233
139
$35K 0.02%
+1,500
140
$35K 0.02%
+2,700
141
$35K 0.02%
+775
142
$35K 0.02%
+410
143
$35K 0.02%
+710
144
$34K 0.02%
+300
145
$34K 0.02%
+325
146
$34K 0.02%
+1,565
147
$33K 0.02%
+240
148
$33K 0.02%
+419
149
$32K 0.02%
+400
150
$32K 0.02%
+1,270
4 5
6
7 8