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
351
$3K ﹤0.01%
200
352
$3K ﹤0.01%
48
353
$3K ﹤0.01%
94
354
$3K ﹤0.01%
54
355
$3K ﹤0.01%
59
356
$3K ﹤0.01%
21
357
$3K ﹤0.01%
17
358
$3K ﹤0.01%
+100
359
$3K ﹤0.01%
39
360
$3K ﹤0.01%
75
361
$3K ﹤0.01%
107
+3
362
$3K ﹤0.01%
120
363
$2K ﹤0.01%
50
364
$2K ﹤0.01%
24
365
$2K ﹤0.01%
19
366
$2K ﹤0.01%
60
367
$2K ﹤0.01%
41
368
$2K ﹤0.01%
46
369
$2K ﹤0.01%
34
370
$2K ﹤0.01%
100
371
$2K ﹤0.01%
18
372
$2K ﹤0.01%
+100
373
$1K ﹤0.01%
4
374
$1K ﹤0.01%
13
375
$1K ﹤0.01%
10
13 14
15
16 17