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
251
$5K ﹤0.01%
+115
252
$5K ﹤0.01%
+180
253
$5K ﹤0.01%
+17
254
$5K ﹤0.01%
+60
255
$5K ﹤0.01%
+103
256
$5K ﹤0.01%
+679
257
$4K ﹤0.01%
+101
258
$4K ﹤0.01%
+130
259
$4K ﹤0.01%
+150
260
$4K ﹤0.01%
+605
261
$4K ﹤0.01%
+102
262
$4K ﹤0.01%
+96
263
$4K ﹤0.01%
+225
264
$4K ﹤0.01%
+100
265
$4K ﹤0.01%
+69
266
$4K ﹤0.01%
+1
267
$4K ﹤0.01%
+100
268
$4K ﹤0.01%
+300
269
$3K ﹤0.01%
+186
270
$3K ﹤0.01%
+75
271
$3K ﹤0.01%
+50
272
$3K ﹤0.01%
+600
273
$3K ﹤0.01%
+100
274
$3K ﹤0.01%
+61
275
$3K ﹤0.01%
+100
9 10
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