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
$152M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$457K
3
+$451K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$392K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$318K

Top Sells

1
+$1.93M
2
+$742K
3
+$605K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$478K
5
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$354K

Sector Composition

1 Real Estate 5.27%
2 Communication Services 0.57%
3 Financials 0.24%
4 Consumer Staples 0.16%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
172
252
$5K ﹤0.01%
62
253
$5K ﹤0.01%
61
254
$5K ﹤0.01%
280
255
$5K ﹤0.01%
50
256
$5K ﹤0.01%
505
+345
257
$4K ﹤0.01%
85
258
$4K ﹤0.01%
150
-126
259
$4K ﹤0.01%
88
260
$4K ﹤0.01%
46
261
$4K ﹤0.01%
164
262
$4K ﹤0.01%
44
263
$4K ﹤0.01%
96
264
$4K ﹤0.01%
137
265
$4K ﹤0.01%
78
266
$4K ﹤0.01%
106
267
$4K ﹤0.01%
48
268
$4K ﹤0.01%
+150
269
$3K ﹤0.01%
65
270
$3K ﹤0.01%
+123
271
$3K ﹤0.01%
32
272
$3K ﹤0.01%
59
273
$3K ﹤0.01%
69
+30
274
$3K ﹤0.01%
196
275
$3K ﹤0.01%
86
9 10
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12 13