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
51
$616K 0.4%
10,252
52
$581K 0.38%
19,370
53
$572K 0.37%
4,563
-75
54
$521K 0.34%
+20,594
55
$508K 0.33%
16,532
-314
56
$405K 0.26%
20,994
57
$400K 0.26%
27,390
-4,720
58
$393K 0.26%
5,515
59
$375K 0.25%
2,625
-59
60
$350K 0.23%
7,568
61
$349K 0.23%
1,855
62
$313K 0.2%
5,221
-14,892
63
$309K 0.2%
5,586
64
$295K 0.19%
4,523
+252
65
$294K 0.19%
1,775
-425
66
$266K 0.17%
3,266
-25
67
$264K 0.17%
4,765
68
$257K 0.17%
4,707
-873
69
$255K 0.17%
15,306
-1,339
70
$251K 0.16%
9,931
71
$234K 0.15%
5,150
72
$233K 0.15%
+722
73
$232K 0.15%
3,204
-1,127
74
– –
-8,285
75
– –
-70,744
1 2
3
4