MAS

Madden Advisory Services Portfolio holdings

AUM $258M
1-Year Est. Return 12.13%
This Fund
S&P 500
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
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$491K
3
+$418K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$416K
5
PTEN icon
Patterson-UTI
PTEN
+$236K

Top Sells

1
+$1.68M
2
+$785K
3
+$220K
4
WGL
Wgl Holdings
WGL
+$191K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$171K

Sector Composition

1 Real Estate 2.03%
2 Communication Services 0.38%
3 Energy 0.16%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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