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
176
$22K 0.01%
+475
177
$22K 0.01%
+492
178
$21K 0.01%
+430
179
$21K 0.01%
+176
180
$20K 0.01%
+525
181
$20K 0.01%
+651
182
$18K 0.01%
+300
183
$18K 0.01%
+841
184
$18K 0.01%
+395
185
$18K 0.01%
+640
186
$18K 0.01%
+215
187
$18K 0.01%
+222
188
$17K 0.01%
+159
189
$17K 0.01%
+935
190
$17K 0.01%
+1,000
191
$17K 0.01%
+350
192
$17K 0.01%
+690
193
$17K 0.01%
+1,180
194
$16K 0.01%
+660
195
$16K 0.01%
+200
196
$15K 0.01%
+1,000
197
$15K 0.01%
+1,045
198
$15K 0.01%
+355
199
$15K 0.01%
+290
200
$15K 0.01%
+231
6 7
8
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