MAS

Madden Advisory Services Portfolio holdings

AUM $235M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.44M
3
+$1.88M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.33M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$4.29M
2
+$2.07M
3
+$1.91M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.49M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.14M

Sector Composition

1 Real Estate 0.46%
2 Technology 0.4%
3 Communication Services 0.24%
4 Consumer Discretionary 0.17%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 13.61%
1,099,416
-247,740
2
$9.94M 7.11%
24,780
-4,762
3
$9.56M 6.84%
24,239
-279
4
$7.52M 5.38%
96,361
+31,224
5
$7.31M 5.23%
116,491
-23,729
6
$6.84M 4.89%
59,561
-6,214
7
$6.49M 4.64%
47,931
+30,806
8
$4.77M 3.41%
275,352
+4,272
9
$4.14M 2.96%
223,448
-111,880
10
$4.09M 2.92%
9,520
-1,981
11
$4.01M 2.87%
158,568
+44,953
12
$3.23M 2.31%
126,600
+20,520
13
$2.85M 2.04%
26,088
+999
14
$2.69M 1.93%
108,981
+34,400
15
$2.66M 1.9%
11,985
-1,270
16
$2.64M 1.89%
101,555
+72,452
17
$2.26M 1.61%
17,680
+1,392
18
$2.2M 1.58%
65,956
+4,745
19
$2.11M 1.51%
11,753
+2,160
20
$1.7M 1.22%
74,468
+3,284
21
$1.7M 1.21%
16,077
+1,036
22
$1.47M 1.05%
9,541
+6,117
23
$1.39M 0.99%
7,390
-805
24
$1.39M 0.99%
4,476
-732
25
$1.33M 0.95%
+50,793
1
2 3