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
$193M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$921K
3
+$764K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$742K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$705K

Top Sells

1
+$1.15M
2
+$506K
3
+$473K
4
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
+$273K
5
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$254K

Sector Composition

1 Real Estate 4.31%
2 Industrials 0.7%
3 Communication Services 0.62%
4 Energy 0.61%
5 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16K 0.01%
261
252
$16K 0.01%
+302
253
$16K 0.01%
+304
254
$16K 0.01%
+289
255
$15K 0.01%
583
256
$15K 0.01%
1,412
257
$15K 0.01%
+260
258
$15K 0.01%
125
-75
259
$15K 0.01%
265
260
$15K 0.01%
733
-100
261
$14K 0.01%
+280
262
$13K 0.01%
430
263
$13K 0.01%
494
+386
264
$13K 0.01%
200
265
$13K 0.01%
104
266
$13K 0.01%
891
267
$13K 0.01%
300
268
$13K 0.01%
216
269
$13K 0.01%
240
270
$13K 0.01%
+226
271
$12K 0.01%
198
272
$12K 0.01%
459
273
$12K 0.01%
265
274
$12K 0.01%
440
275
$12K 0.01%
+173
9 10
11
12 13