MAS

Madden Advisory Services Portfolio holdings

AUM $235M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$9.56M
3
+$5.34M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.28M
5
WELL icon
Welltower
WELL
+$4.89M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 5.23%
2 Industrials 1.62%
3 Consumer Staples 1.11%
4 Communication Services 1.08%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 1.07%
+30,615
27
$1.3M 1.07%
+51,656
28
$1.18M 0.97%
+20,971
29
$1.16M 0.95%
+28,192
30
$1.14M 0.93%
+59,896
31
$1.08M 0.89%
+40,238
32
$1.03M 0.84%
+93,488
33
$979K 0.8%
+91,914
34
$953K 0.78%
+32,377
35
$843K 0.69%
+22,040
36
$825K 0.68%
+9,128
37
$823K 0.68%
+31,477
38
$809K 0.66%
+33,721
39
$787K 0.65%
+9,535
40
$759K 0.62%
+10,650
41
$756K 0.62%
+6,345
42
$666K 0.55%
+6,865
43
$590K 0.48%
+15,876
44
$549K 0.45%
+10,720
45
$538K 0.44%
+1,967
46
$520K 0.43%
+28,392
47
$504K 0.41%
+30,393
48
$502K 0.41%
+18,393
49
$499K 0.41%
+13,006
50
$469K 0.39%
+20,770
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