MS
Madden Securities Portfolio holdings
AUM
$298M
1-Year Return
26.46%
This Quarter Return
+7.52%
1 Year Return
+26.46%
3 Year Return
+93.82%
5 Year Return
+142.16%
10 Year Return
–
AUM
$190M
AUM Growth
+$24.1M
(+15%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
7.77%
Top 10 Holdings %
Top 10 Hldgs %
39.17%
Holding
397
New
300
Increased
20
Reduced
64
Closed
2
Top Buys
| 1 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$9.72M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$7.15M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$4.17M |
| 4 |
Eli Lilly
LLY
|
$3.7M |
| 5 |
United States Oil Fund
USO
|
$2.54M |
Top Sells
| 1 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$5.34M |
| 2 |
BHP
BHP
|
$4.41M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$3.92M |
| 4 |
NVIDIA
NVDA
|
$3.6M |
| 5 |
Intel
INTC
|
$3.46M |
Sector Composition
| 1 | Energy | 15.55% |
| 2 | Technology | 9.97% |
| 3 | Consumer Discretionary | 9.36% |
| 4 | Healthcare | 8.4% |
| 5 | Real Estate | 6.57% |
