MAS

Madden Advisory Services Portfolio holdings

AUM $235M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$631K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$2.01M
2 +$1.48M
3 +$1.27M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M
5
VDE icon
Vanguard Energy ETF
VDE
+$881K

Top Sells

1 +$1.98M
2 +$1.49M
3 +$928K
4
WELL icon
Welltower
WELL
+$735K
5
MPW icon
Medical Properties Trust
MPW
+$697K

Sector Composition

1 Real Estate 4.25%
2 Communication Services 0.42%
3 Financials 0.14%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-425
302
-2,403
303
-4,895
304
-2,700
305
-228
306
-440