MS

Madden Securities Portfolio holdings

AUM $298M
1-Year Est. Return 26.46%
This Quarter Est. Return
1 Year Est. Return
+26.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.94M
3
+$1.69M
4
BA icon
Boeing
BA
+$1.27M
5
ARVL
Arrival Ordinary Shares
ARVL
+$1.22M

Top Sells

1
+$2.03M
2
+$1.81M
3
+$904K
4
PINS icon
Pinterest
PINS
+$760K
5
URTY icon
ProShares UltraPro Russell2000
URTY
+$746K

Sector Composition

1 Technology 15.33%
2 Consumer Discretionary 13.69%
3 Healthcare 11.01%
4 Energy 8.81%
5 Materials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$652K 0.34%
1,875
-727
77
$641K 0.33%
1,094
-5
78
$641K 0.33%
2,228
79
$617K 0.32%
3,510
-584
80
$614K 0.32%
7,500
81
$598K 0.31%
3,604
+6
82
$589K 0.31%
2,675
83
$584K 0.31%
22,380
-498
84
$548K 0.29%
5,531
85
$540K 0.28%
3,500
86
$539K 0.28%
1,885
87
$530K 0.28%
4,900
88
$530K 0.28%
7,249
89
$521K 0.27%
6,243
-247
90
$518K 0.27%
12,450
91
$514K 0.27%
+5,750
92
$509K 0.27%
954
93
$492K 0.26%
2,390
94
$485K 0.25%
7,049
-47
95
$463K 0.24%
2,813
+1
96
$454K 0.24%
4,050
97
$434K 0.23%
3,217
-6
98
$430K 0.22%
4,845
99
$414K 0.22%
+9,067
100
$410K 0.21%
7,741
+100
2 3
4
5 6