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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
401
– –
-600
402
$0 ﹤0.01%
4
403
$0 ﹤0.01%
2
404
– –
-16
405
$0 ﹤0.01%
90
406
$0 ﹤0.01%
3
407
$0 ﹤0.01%
4
408
$0 ﹤0.01%
25
409
– –
-3,461
410
$0 ﹤0.01%
5
411
$0 ﹤0.01%
1
412
$0 ﹤0.01%
1
413
– –
-28
414
– –
-9
415
$0 ﹤0.01%
3
416
– –
-20
13 14 15 16
17