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
$193M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$921K
3
+$764K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$742K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$705K

Top Sells

1
+$1.15M
2
+$506K
3
+$473K
4
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
+$273K
5
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$254K

Sector Composition

1 Real Estate 4.31%
2 Industrials 0.7%
3 Communication Services 0.62%
4 Energy 0.61%
5 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K 0.01%
130
277
$12K 0.01%
200
-103
278
$12K 0.01%
400
279
$12K 0.01%
525
280
$11K 0.01%
276
281
$11K 0.01%
218
282
$11K 0.01%
374
+6
283
$11K 0.01%
134
284
$11K 0.01%
228
285
$11K 0.01%
+500
286
$11K 0.01%
254
-203
287
$11K 0.01%
253
288
$10K 0.01%
268
289
$10K 0.01%
160
290
$10K 0.01%
+300
291
$10K 0.01%
+39
292
$10K 0.01%
150
293
$9K ﹤0.01%
202
294
$9K ﹤0.01%
340
295
$9K ﹤0.01%
182
296
$9K ﹤0.01%
+123
297
$9K ﹤0.01%
155
298
$9K ﹤0.01%
+100
299
$8K ﹤0.01%
196
300
$8K ﹤0.01%
270
10 11
12
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