MS
Madden Securities Portfolio holdings
AUM
$298M
1-Year Est. Return
26.46%
1 Year Est. Return
+26.46%
AUM
$298M
AUM Growth
+$40.4M
(+16%)
Holding
127
Top Buys
| 1 | +$15M | |
| 2 | +$5.2M | |
| 3 | +$4.53M | |
| 4 |
IYRI
NEOS Real Estate High Income ETF
IYRI
|
+$3.89M |
| 5 |
NEOS S&P 500 High Income ETF
SPYI
|
+$2.17M |
Top Sells
| 1 | +$3.42M | |
| 2 | +$2.97M | |
| 3 | +$2.24M | |
| 4 |
ProShares UltraPro QQQ
TQQQ
|
+$2.19M |
| 5 |
Crown Castle
CCI
|
+$1.9M |
Sector Composition
| 1 | Technology | 22.62% |
| 2 | Energy | 6.72% |
| 3 | Consumer Discretionary | 6.38% |
| 4 | Healthcare | 5.12% |
| 5 | Financials | 3.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
United Parcel Service
UPS
$73.7B
| – | – |
-1,910
|
|
||
127
Woodside Energy
WDS
$27.6B
| – | – |
-19,150
|
|