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
$196M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$963K
3
+$704K
4
VHT icon
Vanguard Health Care ETF
VHT
+$565K
5
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
+$540K

Top Sells

1
+$628K
2
+$405K
3
+$387K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$365K
5
IXC icon
iShares Global Energy ETF
IXC
+$355K

Sector Composition

1 Real Estate 4.47%
2 Industrials 0.67%
3 Communication Services 0.6%
4 Technology 0.59%
5 Energy 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K 0.01%
261
252
$16K 0.01%
95
253
$16K 0.01%
600
+500
254
$16K 0.01%
265
255
$15K 0.01%
+583
256
$15K 0.01%
355
257
$14K 0.01%
430
258
$14K 0.01%
300
259
$13K 0.01%
459
+354
260
$13K 0.01%
104
-16
261
$13K 0.01%
1,493
262
$13K 0.01%
891
-2,715
263
$13K 0.01%
130
264
$13K 0.01%
216
265
$13K 0.01%
+400
266
$13K 0.01%
+240
267
$12K 0.01%
268
268
$12K 0.01%
200
269
$12K 0.01%
+198
270
$12K 0.01%
265
271
$12K 0.01%
440
272
$12K 0.01%
368
+6
273
$12K 0.01%
+253
274
$12K 0.01%
525
275
$11K 0.01%
276
9 10
11
12 13