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
$140M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$557K
3
+$18.2K
4
GLD icon
SPDR Gold Trust
GLD
+$4.85K

Top Sells

1
+$2.38M
2
+$1.76M
3
+$1.31M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.24M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.04M

Sector Composition

1 Real Estate 1.09%
2 Communication Services 0.26%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$704K 0.5%
7,630
52
$652K 0.46%
5,806
53
$615K 0.44%
10,252
-1,560
54
$559K 0.4%
4,638
-2,374
55
$542K 0.39%
21,837
-62
56
$540K 0.38%
8,285
-222
57
$535K 0.38%
19,370
58
$471K 0.34%
16,846
-5,589
59
$455K 0.32%
32,110
-4,250
60
$397K 0.28%
5,515
-950
61
$383K 0.27%
20,994
-19,149
62
$372K 0.27%
2,684
+35
63
$366K 0.26%
7,568
-1,239
64
$332K 0.24%
2,200
-200
65
$322K 0.23%
1,855
66
$306K 0.22%
5,586
-2,320
67
$282K 0.2%
4,331
-1,147
68
$279K 0.2%
5,580
-2,930
69
$264K 0.19%
16,645
-3,034
70
$260K 0.19%
4,271
-144
71
$250K 0.18%
9,931
72
$249K 0.18%
4,765
-2,317
73
$239K 0.17%
3,291
-3,907
74
$234K 0.17%
2,769
-1,548
75
$227K 0.16%
5,150
-742
1 2
3
4