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
201
$15K 0.01%
+226
202
$14K 0.01%
+371
203
$14K 0.01%
+340
204
$13K 0.01%
+686
205
$13K 0.01%
+466
206
$13K 0.01%
+321
207
$13K 0.01%
+295
208
$13K 0.01%
+425
209
$13K 0.01%
+440
210
$13K 0.01%
+64
211
$12K 0.01%
+220
212
$12K 0.01%
+265
213
$12K 0.01%
+440
214
$12K 0.01%
+104
215
$11K 0.01%
+433
216
$11K 0.01%
+150
217
$11K 0.01%
+200
218
$11K 0.01%
+198
219
$11K 0.01%
+130
220
$11K 0.01%
+525
221
$10K 0.01%
+276
222
$10K 0.01%
+158
223
$10K 0.01%
+160
224
$10K 0.01%
+200
225
$10K 0.01%
+200
7 8
9
10 11