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
$142M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$256K
2
+$244K
3
+$203K
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$201K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$87.2K

Top Sells

1
+$209K
2
+$92.8K
3
+$60.5K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$45.9K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$45.5K

Sector Composition

1 Technology 3.33%
2 Real Estate 0.39%
3 Communication Services 0.2%
4 Financials 0.2%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$552K 0.39%
2,211
+2
52
$525K 0.37%
8,452
53
$515K 0.36%
2,764
+3
54
$501K 0.35%
1,219
55
$483K 0.34%
19,679
+76
56
$475K 0.33%
25,170
57
$448K 0.31%
12,689
58
$444K 0.31%
5,346
59
$438K 0.31%
2,078
+9
60
$404K 0.28%
19,280
+2
61
$391K 0.27%
8,061
62
$380K 0.27%
12,890
63
$370K 0.26%
2,021
64
$352K 0.25%
4,204
-70
65
$310K 0.22%
4,568
66
$308K 0.22%
1,725
67
$292K 0.2%
1,295
68
$290K 0.2%
11,413
-14
69
$287K 0.2%
8,939
70
$285K 0.2%
6,372
71
$285K 0.2%
3,445
-2,532
72
$275K 0.19%
2,968
73
$260K 0.18%
4,193
74
$250K 0.18%
10,865
+7
75
$244K 0.17%
+2,631
1 2
3
4