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
$183M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$4.58M
3
+$2.89M
4
IYE icon
iShares US Energy ETF
IYE
+$2.7M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.67M

Top Sells

1
+$1.29M
2
+$766K
3
+$601K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$445K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$437K

Sector Composition

1 Real Estate 4.8%
2 Industrials 0.66%
3 Communication Services 0.62%
4 Energy 0.55%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
270
-145
277
$9K ﹤0.01%
196
278
$8K ﹤0.01%
+168
279
$8K ﹤0.01%
150
280
$8K ﹤0.01%
135
+36
281
$8K ﹤0.01%
1,000
282
$7K ﹤0.01%
122
283
$7K ﹤0.01%
375
284
$7K ﹤0.01%
150
285
$7K ﹤0.01%
+228
286
$7K ﹤0.01%
225
287
$7K ﹤0.01%
+128
288
$7K ﹤0.01%
286
289
$6K ﹤0.01%
+70
290
$6K ﹤0.01%
115
291
$6K ﹤0.01%
308
292
$6K ﹤0.01%
+83
293
$6K ﹤0.01%
+280
294
$5K ﹤0.01%
180
295
$5K ﹤0.01%
96
296
$5K ﹤0.01%
+54
297
$5K ﹤0.01%
170
298
$5K ﹤0.01%
121
299
$5K ﹤0.01%
+39
300
$5K ﹤0.01%
+62
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