MAS

Madden Advisory Services Portfolio holdings

AUM $258M
1-Year Est. Return 12.13%
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$9.56M
3
+$5.34M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.28M
5
WELL icon
Welltower
WELL
+$4.89M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 5.23%
2 Industrials 1.62%
3 Consumer Staples 1.11%
4 Communication Services 1.08%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K 0.01%
+500
227
$8K 0.01%
+228
228
$8K 0.01%
+505
229
$8K 0.01%
+126
230
$8K 0.01%
+550
231
$7K 0.01%
+43
232
$7K 0.01%
+520
233
$7K 0.01%
+102
234
$7K 0.01%
+135
235
$7K 0.01%
+125
236
$7K 0.01%
+160
237
$7K 0.01%
+285
238
$7K 0.01%
+275
239
$7K 0.01%
+196
240
$7K 0.01%
+20
241
$7K 0.01%
+400
242
$7K 0.01%
+235
243
$6K ﹤0.01%
+1,000
244
$6K ﹤0.01%
+220
245
$6K ﹤0.01%
+90
246
$6K ﹤0.01%
+375
247
$6K ﹤0.01%
+355
248
$6K ﹤0.01%
+150
249
$6K ﹤0.01%
+225
250
$6K ﹤0.01%
+80
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