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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
1 Year Est. Return
+15.17%
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
+$1.02M
2
+$925K
3
+$793K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$759K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$719K

Top Sells

1
+$1.16M
2
+$506K
3
+$486K
4
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
+$285K
5
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$252K

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%
95
352
$3K ﹤0.01%
44
353
$3K ﹤0.01%
39
354
$3K ﹤0.01%
16
355
$3K ﹤0.01%
50
356
$3K ﹤0.01%
183
-1,090
357
$3K ﹤0.01%
50
358
$3K ﹤0.01%
225
359
$3K ﹤0.01%
100
+50
360
$3K ﹤0.01%
75
361
$3K ﹤0.01%
107
+3
362
$3K ﹤0.01%
120
363
$2K ﹤0.01%
24
364
$2K ﹤0.01%
19
365
$2K ﹤0.01%
100
366
$2K ﹤0.01%
18
367
$2K ﹤0.01%
+100
368
$2K ﹤0.01%
50
369
$2K ﹤0.01%
60
370
$2K ﹤0.01%
41
371
$2K ﹤0.01%
46
372
$2K ﹤0.01%
34
373
$1K ﹤0.01%
4
374
$1K ﹤0.01%
13
375
$1K ﹤0.01%
10
13 14
15
16 17