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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$9.56M
3
+$5.34M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.28M
5
WELL icon
Welltower
WELL
+$4.89M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 5.23%
2 Industrials 1.62%
3 Consumer Staples 1.11%
4 Communication Services 1.08%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
+120
277
$2K ﹤0.01%
+50
278
$2K ﹤0.01%
+22
279
$2K ﹤0.01%
+19
280
$2K ﹤0.01%
+98
281
$2K ﹤0.01%
+25
282
$2K ﹤0.01%
+85
283
$2K ﹤0.01%
+50
284
$2K ﹤0.01%
+207
285
$2K ﹤0.01%
+38
286
$2K ﹤0.01%
+38
287
$2K ﹤0.01%
+41
288
$2K ﹤0.01%
+240
289
$2K ﹤0.01%
+34
290
$2K ﹤0.01%
+100
291
$2K ﹤0.01%
+18
292
$2K ﹤0.01%
+60
293
$2K ﹤0.01%
+33
294
$2K ﹤0.01%
+50
295
$1K ﹤0.01%
+60
296
$1K ﹤0.01%
+35
297
$1K ﹤0.01%
+25
298
$1K ﹤0.01%
+12
299
$1K ﹤0.01%
+5
300
$1K ﹤0.01%
+19
9 10 11
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