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
$193M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$921K
3
+$764K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$742K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$705K

Top Sells

1
+$1.15M
2
+$506K
3
+$473K
4
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
+$273K
5
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$254K

Sector Composition

1 Real Estate 4.31%
2 Industrials 0.7%
3 Communication Services 0.62%
4 Energy 0.61%
5 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.01%
403
+2
227
$20K 0.01%
205
228
$20K 0.01%
205
229
$20K 0.01%
841
230
$20K 0.01%
+716
231
$20K 0.01%
836
232
$19K 0.01%
590
233
$19K 0.01%
+466
234
$19K 0.01%
550
235
$19K 0.01%
500
236
$19K 0.01%
455
237
$19K 0.01%
221
238
$19K 0.01%
296
+168
239
$19K 0.01%
350
-100
240
$18K 0.01%
200
241
$18K 0.01%
1,045
242
$18K 0.01%
412
+380
243
$18K 0.01%
425
244
$18K 0.01%
400
245
$17K 0.01%
159
246
$17K 0.01%
686
247
$17K 0.01%
95
248
$17K 0.01%
286
249
$17K 0.01%
451
250
$16K 0.01%
355
8 9
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