Madden Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.28M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.85M |
| 3 |
ALPS Sector Dividend Dogs ETF
SDOG
|
+$1.37M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.33M |
| 5 |
Welltower
WELL
|
+$968K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares TIPS Bond ETF
TIP
|
+$5.38M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$4.45M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.78M |
| 4 |
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
|
+$2.04M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.17M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 6.03% |
| 2 | Industrials | 1.61% |
| 3 | Energy | 1.3% |
| 4 | Communication Services | 1.18% |
| 5 | Consumer Staples | 1.02% |
Similar funds
Madden Advisory Services's Q3 2013 Portfolio in Review
As of Q3 2013, Madden Advisory Services held 333 positions worth $115M, down 5.7% from $122M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Madden Advisory Services withdrew a net $10.2M in Q3 2013, closing 51 positions and reducing 85 holdings. Its most notable exit was iShares US Real Estate ETF, an estimated $100K position sold in full.
By sector, the portfolio is most concentrated in Real Estate at 6% of assets, up from 5.2% a quarter earlier, followed by Industrials and Energy.
Against the trend, Madden Advisory Services opened a new position in Invesco S&P 500 Equal Weight ETF worth $63K.
- Madden Advisory Services's largest Q3 2013 buy was Invesco S&P 500 Equal Weight ETF: 960 shares worth $63K.
- Madden Advisory Services added most to Schwab US Dividend Equity ETF in Q3 2013, an estimated $2.28M increase.
- Madden Advisory Services's biggest Q3 2013 reduction was iShares TIPS Bond ETF, cutting an estimated $5.38M.
- Madden Advisory Services fully exited iShares US Real Estate ETF in Q3 2013, selling an estimated $100K.
- Madden Advisory Services's ten largest holdings make up 44% of its $115M portfolio in Q3 2013.
- Madden Advisory Services opened 17 new positions and closed 51 in Q3 2013.
- Madden Advisory Services's portfolio value fell 5.7% quarter-over-quarter to $115M.
Based on Madden Advisory Services's 13F filing for Q3 2013, filed 12 Nov 2013.