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
$152M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$457K
3
+$451K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$392K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$318K

Top Sells

1
+$1.93M
2
+$742K
3
+$605K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$478K
5
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$354K

Sector Composition

1 Real Estate 5.27%
2 Communication Services 0.57%
3 Financials 0.24%
4 Consumer Staples 0.16%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K 0.01%
433
227
$9K 0.01%
327
228
$9K 0.01%
200
229
$9K 0.01%
+213
230
$9K 0.01%
+201
231
$9K 0.01%
200
232
$9K 0.01%
105
-25
233
$8K 0.01%
+465
234
$8K 0.01%
85
235
$7K ﹤0.01%
99
236
$7K ﹤0.01%
122
237
$7K ﹤0.01%
155
238
$7K ﹤0.01%
66
239
$7K ﹤0.01%
+500
240
$7K ﹤0.01%
225
241
$7K ﹤0.01%
299
242
$7K ﹤0.01%
130
243
$6K ﹤0.01%
470
244
$6K ﹤0.01%
57
245
$6K ﹤0.01%
228
246
$6K ﹤0.01%
960
247
$6K ﹤0.01%
+100
248
$6K ﹤0.01%
150
249
$6K ﹤0.01%
+200
250
$6K ﹤0.01%
543
8 9
10
11 12