MAS

Madden Advisory Services Portfolio holdings

AUM $249M
1-Year Est. Return 15.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.01M
3
+$959K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$832K
5
VHT icon
Vanguard Health Care ETF
VHT
+$825K

Top Sells

1
+$3.99M
2
+$3.01M
3
+$1.92M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.22M
5
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$1.06M

Sector Composition

1 Real Estate 5.89%
2 Communication Services 0.52%
3 Financials 0.14%
4 Energy 0.12%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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