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
51
$773K 0.47%
11,520
+1,162
52
$747K 0.45%
26,940
53
$746K 0.45%
12,472
+7,557
54
$679K 0.41%
6,122
55
$675K 0.41%
19,050
56
$668K 0.4%
14,285
57
$640K 0.39%
7,630
58
$635K 0.38%
+28,950
59
$569K 0.34%
11,266
-890
60
$562K 0.34%
45,470
+2,360
61
$530K 0.32%
6,136
62
$505K 0.31%
20,400
-723
63
$504K 0.3%
15,505
64
$500K 0.3%
8,507
-22,363
65
$500K 0.3%
5,981
-7,920
66
$489K 0.3%
10,642
-200
67
$460K 0.28%
7,736
+200
68
$441K 0.27%
+10,720
69
$402K 0.24%
5,166
70
$400K 0.24%
10,734
-2,416
71
$394K 0.24%
9,982
-2,416
72
$373K 0.23%
6,465
73
$353K 0.21%
+6,728
74
$350K 0.21%
2,891
-80
75
$321K 0.19%
2,400
1 2
3
4