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
301
$5K ﹤0.01%
+37
302
$5K ﹤0.01%
102
303
$5K ﹤0.01%
82
304
$5K ﹤0.01%
+87
305
$5K ﹤0.01%
+39
306
$5K ﹤0.01%
+50
307
$5K ﹤0.01%
+99
308
$4K ﹤0.01%
+63
309
$4K ﹤0.01%
+64
310
$4K ﹤0.01%
431
+11
311
$4K ﹤0.01%
225
312
$4K ﹤0.01%
100
313
$4K ﹤0.01%
+62
314
$4K ﹤0.01%
48
315
$4K ﹤0.01%
100
316
$4K ﹤0.01%
1
317
$4K ﹤0.01%
+157
318
$4K ﹤0.01%
130
319
$3K ﹤0.01%
50
320
$3K ﹤0.01%
+10
321
$3K ﹤0.01%
+95
322
$3K ﹤0.01%
+44
323
$3K ﹤0.01%
+108
324
$3K ﹤0.01%
+105
325
$3K ﹤0.01%
+39
11 12
13
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