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MAS

Madden Advisory Services Portfolio holdings

AUM $254M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
+2.12%
1 Year Est. Return
+15.17%
3 Year Est. Return
+44.66%
5 Year Est. Return
+47.96%
10 Year Est. Return
+160.46%
AUM
$166M
AUM Growth
-$10.2M
Cap. Flow
-$13.1M
Cap. Flow %
-7.93%
Top 10 Hldgs %
36.58%
Holding
303
New
1
Increased
14
Reduced
49
Closed
209

Sector Composition

Rank Sector Weight
1 Real Estate 5.89%
2 Communication Services 0.52%
3 Financials 0.14%
4 Energy 0.12%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GAS
301
DELISTED
AGL Resources Inc
GAS
-325
Closed -$18K
ETP
302
DELISTED
Energy Transfer Partners L.p.
ETP
-910
Closed -$59K
OIL
303
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
-120
Closed -$2K

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Madden Advisory Services's Q1 2015 Portfolio in Review

As of Q1 2015, Madden Advisory Services held 303 positions worth $166M, down 5.8% from $176M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Madden Advisory Services withdrew a net $13.1M in Q1 2015, closing 209 positions and reducing 49 holdings. Its most notable exit was iShares Russell Mid-Cap Growth ETF, an estimated $3.99M position sold in full.

By sector, the portfolio is most concentrated in Real Estate at 5.9% of assets, up from 5.3% a quarter earlier, followed by Communication Services and Financials.

Against the trend, Madden Advisory Services opened a new position in iShares Russell Mid-Cap ETF worth $4.13M.

  • Madden Advisory Services's largest Q1 2015 buy was iShares Russell Mid-Cap ETF: 95,540 shares worth $4.13M.
  • Madden Advisory Services added most to iShares Core S&P Small-Cap ETF in Q1 2015, an estimated $1.01M increase.
  • Madden Advisory Services's biggest Q1 2015 reduction was iShares TIPS Bond ETF, cutting an estimated $3.01M.
  • Madden Advisory Services fully exited iShares Russell Mid-Cap Growth ETF in Q1 2015, selling an estimated $3.99M.
  • Madden Advisory Services's ten largest holdings make up 37% of its $166M portfolio in Q1 2015.
  • Madden Advisory Services opened 1 new position and closed 209 in Q1 2015.
  • Madden Advisory Services's portfolio value fell 5.8% quarter-over-quarter to $166M.

Based on Madden Advisory Services's 13F filing for Q1 2015, filed 29 Apr 2015.