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
$155M
AUM Growth
+$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$391K
3
+$331K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$228K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$203K

Top Sells

1
+$1.16M
2
+$1.14M
3
+$978K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$857K
5
VTV icon
Vanguard Value ETF
VTV
+$547K

Sector Composition

1 Real Estate 3.23%
2 Communication Services 0.42%
3 Industrials 0.19%
4 Consumer Staples 0.18%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$776K 0.5%
15,638
-640
52
$762K 0.49%
19,260
53
$725K 0.47%
5,240
+1,222
54
$713K 0.46%
47,940
55
$703K 0.45%
6,122
-3,918
56
$690K 0.45%
14,349
-157
57
$687K 0.44%
7,710
58
$686K 0.44%
26,940
59
$677K 0.44%
15,764
-847
60
$668K 0.43%
12,756
61
$656K 0.42%
38,069
-136
62
$614K 0.4%
25,649
+211
63
$572K 0.37%
12,940
-672
64
$569K 0.37%
30,175
65
$551K 0.36%
8,021
-286
66
$507K 0.33%
41,940
67
$452K 0.29%
3,815
+800
68
$427K 0.28%
18,521
+1,815
69
$401K 0.26%
5,166
70
$400K 0.26%
1,853
+610
71
$391K 0.25%
6,465
72
$346K 0.22%
2,520
-35
73
$333K 0.21%
2,828
+1,098
74
$331K 0.21%
+5,168
75
$275K 0.18%
2,486
1 2
3
4 5