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
$155M
AUM Growth
+$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$391K
3
+$331K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$228K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$203K

Top Sells

1
+$1.16M
2
+$1.14M
3
+$978K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$857K
5
VTV icon
Vanguard Value ETF
VTV
+$547K

Sector Composition

1 Real Estate 3.23%
2 Communication Services 0.42%
3 Industrials 0.19%
4 Consumer Staples 0.18%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
+228
227
$7K ﹤0.01%
+150
228
$7K ﹤0.01%
+117
229
$6K ﹤0.01%
+280
230
$6K ﹤0.01%
+100
231
$6K ﹤0.01%
+82
232
$6K ﹤0.01%
+62
233
$6K ﹤0.01%
+106
234
$5K ﹤0.01%
+125
235
$5K ﹤0.01%
+101
236
$5K ﹤0.01%
+100
237
$4K ﹤0.01%
+233
238
$4K ﹤0.01%
+225
239
$4K ﹤0.01%
+100
240
$4K ﹤0.01%
+48
241
$3K ﹤0.01%
+35
242
$3K ﹤0.01%
+90
243
$3K ﹤0.01%
+100
244
$3K ﹤0.01%
+55
245
$3K ﹤0.01%
+250
246
$3K ﹤0.01%
+253
247
$2K ﹤0.01%
+24
248
$2K ﹤0.01%
+100
249
$2K ﹤0.01%
+36
250
$2K ﹤0.01%
+62
7 8 9
10
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