MAS

Madden Advisory Services Portfolio holdings

AUM $235M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1 +$419K
2 +$391K
3 +$331K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$228K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$203K

Top Sells

1 +$1.16M
2 +$1.14M
3 +$978K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$857K
5
VTV icon
Vanguard Value ETF
VTV
+$547K

Sector Composition

1 Real Estate 3.23%
2 Communication Services 0.42%
3 Industrials 0.19%
4 Consumer Staples 0.18%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$2K ﹤0.01%
+54
252
$2K ﹤0.01%
+82
253
$1K ﹤0.01%
+70
254
$1K ﹤0.01%
+19
255
$1K ﹤0.01%
+30
256
$1K ﹤0.01%
+13
257
$1K ﹤0.01%
+100
258
$0 ﹤0.01%
+100
259
$0 ﹤0.01%
+100
260
$0 ﹤0.01%
+35
261
$0 ﹤0.01%
+20
262
$0 ﹤0.01%
+50
263
$0 ﹤0.01%
+6
264
$0 ﹤0.01%
+3
265
$0 ﹤0.01%
+1