MS

Madden Securities Portfolio holdings

AUM $328M
1-Year Est. Return 16.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$3.66M
3
+$3.02M
4
AMZN icon
Amazon
AMZN
+$2.94M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.93M

Top Sells

1
+$5.2M
2
+$4.19M
3
+$3.65M
4
WHR icon
Whirlpool
WHR
+$2.31M
5
FDX icon
FedEx
FDX
+$1.88M

Sector Composition

1 Technology 15.28%
2 Consumer Discretionary 12.95%
3 Energy 11.76%
4 Materials 9.87%
5 Real Estate 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 1.46%
15,830
-6,570
27
$2.57M 1.41%
+42,165
28
$2.52M 1.38%
105,690
+5,823
29
$2.44M 1.34%
15,911
-23,859
30
$2.38M 1.31%
7,969
-2,645
31
$2.38M 1.3%
48,827
-8,372
32
$1.9M 1.04%
77,880
-1,010
33
$1.75M 0.96%
111,156
+1,888
34
$1.7M 0.94%
44,673
-50
35
$1.7M 0.93%
+8,680
36
$1.62M 0.89%
37,650
-1,000
37
$1.53M 0.84%
7,793
+3,215
38
$1.42M 0.78%
72,736
+628
39
$1.4M 0.77%
18,535
40
$1.38M 0.75%
36,400
+1,650
41
$1.33M 0.73%
7,967
-652
42
$1.29M 0.71%
8,325
-13,282
43
$1.23M 0.67%
18,297
-3,386
44
$1.15M 0.63%
15,840
45
$1.12M 0.61%
15,661
-235
46
$959K 0.53%
17,475
+4,225
47
$956K 0.52%
8,919
48
$911K 0.5%
8,388
-5,592
49
$889K 0.49%
2,674
50
$882K 0.48%
11,455
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