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
$152M
AUM Growth
-$631K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.48M
3
+$1.27M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M
5
VDE icon
Vanguard Energy ETF
VDE
+$881K

Top Sells

1
+$1.98M
2
+$1.49M
3
+$928K
4
WELL icon
Welltower
WELL
+$735K
5
MPW icon
Medical Properties Trust
MPW
+$697K

Sector Composition

1 Real Estate 4.25%
2 Communication Services 0.42%
3 Financials 0.14%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.23%
89,448
-1,925
27
$1.83M 1.21%
41,196
+15,287
28
$1.68M 1.1%
20,738
29
$1.67M 1.1%
121,294
-6,910
30
$1.65M 1.09%
21,109
+218
31
$1.53M 1.01%
32,682
+31,672
32
$1.45M 0.95%
26,322
33
$1.44M 0.95%
44,778
-330
34
$1.4M 0.92%
14,185
-590
35
$1.4M 0.92%
16,592
-556
36
$1.36M 0.89%
105,618
-5,796
37
$1.35M 0.89%
7,755
38
$1.33M 0.88%
17,693
-160
39
$1.31M 0.86%
11,643
-189
40
$1.27M 0.84%
+71,815
41
$1.25M 0.82%
154,770
42
$1.22M 0.8%
59,728
+1,320
43
$1.18M 0.77%
45,652
-6,580
44
$1.08M 0.71%
10,724
-830
45
$1.03M 0.68%
38,500
46
$1M 0.66%
29,357
47
$982K 0.65%
10,040
48
$928K 0.61%
54,580
49
$908K 0.6%
10,935
+10,610
50
$879K 0.58%
18,912
-1,680
1
2
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