Madden Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$2.14M |
| 2 |
Vanguard Health Care ETF
VHT
|
+$514K |
| 3 |
ProShares High Yield-Interest Rate Hedged ETF
HYHG
|
+$449K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$429K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$403K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
+$3.78M |
| 2 |
iShares US Energy ETF
IYE
|
+$3.31M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$2.79M |
| 4 |
ALPS Sector Dividend Dogs ETF
SDOG
|
+$2.16M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.32M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 5.34% |
| 2 | Communication Services | 0.59% |
| 3 | Industrials | 0.48% |
| 4 | Energy | 0.43% |
| 5 | Financials | 0.22% |
Similar funds
Madden Advisory Services's Q4 2014 Portfolio in Review
As of Q4 2014, Madden Advisory Services held 406 positions worth $176M, down 8.8% from $193M the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Madden Advisory Services withdrew a net $22.6M in Q4 2014, closing 103 positions and reducing 105 holdings. Its most notable exit was iShares Russell Mid-Cap ETF, an estimated $3.78M position sold in full.
By sector, the portfolio is most concentrated in Real Estate at 5.3% of assets, up from 4.3% a quarter earlier, followed by Communication Services and Industrials.
Against the trend, Madden Advisory Services opened a new position in ProShares High Yield-Interest Rate Hedged ETF worth $440K.
- Madden Advisory Services's largest Q4 2014 buy was ProShares High Yield-Interest Rate Hedged ETF: 6,000 shares worth $440K.
- Madden Advisory Services added most to iShares Russell Mid-Cap Growth ETF in Q4 2014, an estimated $2.14M increase.
- Madden Advisory Services's biggest Q4 2014 reduction was iShares US Energy ETF, cutting an estimated $3.31M.
- Madden Advisory Services fully exited iShares Russell Mid-Cap ETF in Q4 2014, selling an estimated $3.78M.
- Madden Advisory Services's ten largest holdings make up 37% of its $176M portfolio in Q4 2014.
- Madden Advisory Services opened 9 new positions and closed 103 in Q4 2014.
- Madden Advisory Services's portfolio value fell 8.8% quarter-over-quarter to $176M.
Based on Madden Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.