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
326
$3K ﹤0.01%
+16
327
$3K ﹤0.01%
+91
328
$3K ﹤0.01%
50
329
$3K ﹤0.01%
+22
330
$3K ﹤0.01%
+120
331
$3K ﹤0.01%
50
332
$3K ﹤0.01%
+200
333
$3K ﹤0.01%
+94
334
$3K ﹤0.01%
106
335
$3K ﹤0.01%
100
336
$3K ﹤0.01%
54
337
$3K ﹤0.01%
59
338
$3K ﹤0.01%
+21
339
$3K ﹤0.01%
+17
340
$3K ﹤0.01%
+20
341
$3K ﹤0.01%
+39
342
$3K ﹤0.01%
75
343
$3K ﹤0.01%
102
+2
344
$3K ﹤0.01%
120
345
$3K ﹤0.01%
+26
346
$2K ﹤0.01%
5
347
$2K ﹤0.01%
50
348
$2K ﹤0.01%
+48
349
$2K ﹤0.01%
19
350
$2K ﹤0.01%
+66
12 13
14
15 16