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
$183M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$4.58M
3
+$2.89M
4
IYE icon
iShares US Energy ETF
IYE
+$2.7M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.67M

Top Sells

1
+$1.29M
2
+$766K
3
+$601K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$445K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$437K

Sector Composition

1 Real Estate 4.8%
2 Industrials 0.66%
3 Communication Services 0.62%
4 Energy 0.55%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K 0.01%
+125
252
$13K 0.01%
150
+126
253
$13K 0.01%
216
254
$13K 0.01%
850
255
$13K 0.01%
430
256
$12K 0.01%
200
257
$12K 0.01%
440
258
$12K 0.01%
362
+4
259
$12K 0.01%
300
260
$12K 0.01%
130
261
$12K 0.01%
+200
262
$12K 0.01%
+525
263
$11K 0.01%
276
264
$11K 0.01%
268
-161
265
$11K 0.01%
265
266
$11K 0.01%
+976
267
$11K 0.01%
228
268
$10K 0.01%
+202
269
$10K 0.01%
182
270
$10K 0.01%
134
271
$10K 0.01%
300
272
$10K 0.01%
+200
273
$9K ﹤0.01%
520
274
$9K ﹤0.01%
43
275
$9K ﹤0.01%
160
9 10
11
12 13