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
$133M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.03M
3
+$2.01M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.72M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.39M

Top Sells

1
+$1.83M
2
+$1.43M
3
+$625K
4
CAT icon
Caterpillar
CAT
+$572K
5
WELL icon
Welltower
WELL
+$559K

Sector Composition

1 Real Estate 4.28%
2 Communication Services 1.02%
3 Industrials 0.89%
4 Energy 0.76%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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-772
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305
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$0 ﹤0.01%
6
308
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309
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0
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5
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