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
151
$30K 0.02%
+647
152
$30K 0.02%
+1,000
153
$30K 0.02%
+580
154
$29K 0.02%
+3,000
155
$28K 0.02%
+500
156
$28K 0.02%
+2,500
157
$27K 0.02%
+610
158
$27K 0.02%
+900
159
$27K 0.02%
+588
160
$27K 0.02%
+475
161
$27K 0.02%
+1,110
162
$26K 0.02%
+1,111
163
$26K 0.02%
+260
164
$26K 0.02%
+2,095
165
$25K 0.02%
+720
166
$24K 0.01%
+409
167
$24K 0.01%
+306
168
$24K 0.01%
+327
169
$23K 0.01%
+944
170
$23K 0.01%
+256
171
$23K 0.01%
+250
172
$23K 0.01%
+1,000
173
$22K 0.01%
+400
174
$22K 0.01%
+344
175
$22K 0.01%
+580
5 6
7
8 9