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
301
$8K ﹤0.01%
200
-2,400
302
$8K ﹤0.01%
85
303
$8K ﹤0.01%
286
304
$7K ﹤0.01%
70
305
$7K ﹤0.01%
400
306
$7K ﹤0.01%
1,000
307
$7K ﹤0.01%
153
-500
308
$7K ﹤0.01%
122
309
$7K ﹤0.01%
225
310
$7K ﹤0.01%
+223
311
$6K ﹤0.01%
43
312
$6K ﹤0.01%
+62
313
$6K ﹤0.01%
308
314
$6K ﹤0.01%
150
315
$6K ﹤0.01%
84
316
$6K ﹤0.01%
83
317
$6K ﹤0.01%
280
318
$6K ﹤0.01%
240
319
$5K ﹤0.01%
102
320
$5K ﹤0.01%
82
321
$5K ﹤0.01%
180
322
$5K ﹤0.01%
110
-715
323
$5K ﹤0.01%
170
324
$5K ﹤0.01%
121
325
$5K ﹤0.01%
100
11 12
13
14 15