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
$153M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$1.51M
3
+$521K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$310K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$309K

Top Sells

1
+$2.16M
2
+$1.45M
3
+$894K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$893K
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$542K

Sector Composition

1 Real Estate 0.89%
2 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.21%
15,489
-55
27
$1.83M 1.19%
22,422
-110
28
$1.81M 1.18%
118,164
-58,368
29
$1.73M 1.13%
29,740
30
$1.53M 1%
14,500
31
$1.53M 1%
5,162
+1,046
32
$1.47M 0.96%
7,773
-136
33
$1.47M 0.96%
11,806
34
$1.36M 0.89%
16,590
-229
35
$1.35M 0.89%
49,495
-39
36
$1.23M 0.81%
47,940
37
$1.22M 0.8%
9,118
38
$1.16M 0.76%
78,931
-1,895
39
$1.15M 0.75%
14,232
-372
40
$1.08M 0.71%
18,432
41
$1.07M 0.7%
25,990
42
$1.07M 0.7%
11,698
-317
43
$1.03M 0.68%
20,693
-198
44
$951K 0.62%
26,940
45
$865K 0.57%
7,185
46
$845K 0.55%
19,050
47
$835K 0.55%
6,122
48
$834K 0.55%
17,974
-1,064
49
$747K 0.49%
7,630
50
$644K 0.42%
5,806
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