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
$166M
AUM Growth
-$57K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$3.77M
3
+$2.7M
4
IXC icon
iShares Global Energy ETF
IXC
+$1.89M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.58M

Top Sells

1
+$2.97M
2
+$1.36M
3
+$1.31M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$662K
5
VDE icon
Vanguard Energy ETF
VDE
+$647K

Sector Composition

1 Real Estate 1.05%
2 Communication Services 0.24%
3 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.47%
98,995
-9,166
27
$2.27M 1.37%
18,884
-1,038
28
$2.14M 1.29%
64,530
+120
29
$2.14M 1.29%
37,270
-23,700
30
$1.81M 1.09%
7,770
31
$1.78M 1.07%
18,169
+587
32
$1.73M 1.05%
24,939
-201
33
$1.73M 1.05%
17,489
-94
34
$1.64M 0.99%
68,730
-5,610
35
$1.56M 0.94%
10,371
+1,268
36
$1.47M 0.89%
14,969
-835
37
$1.45M 0.88%
30,310
38
$1.43M 0.87%
35,884
39
$1.42M 0.86%
15,912
+135
40
$1.42M 0.85%
60,161
+34,615
41
$1.39M 0.84%
+31,304
42
$1.25M 0.75%
99,471
+32,332
43
$1.17M 0.71%
10,540
+8
44
$1.14M 0.69%
48,810
45
$1.12M 0.68%
26,571
+3,042
46
$1.06M 0.64%
4,615
+63
47
$1.04M 0.63%
66,783
-1,305
48
$848K 0.51%
+25,990
49
$841K 0.51%
+47,940
50
$802K 0.48%
8,319
1
2
3 4