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
$155M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$403K
3
+$371K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$324K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$286K

Top Sells

1
+$440K
2
+$83K
3
+$44.6K
4
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$31.8K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$30.2K

Sector Composition

1 Technology 3.57%
2 Real Estate 0.39%
3 Communication Services 0.19%
4 Financials 0.18%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$558K 0.36%
2,767
+3
52
$556K 0.36%
2,527
+449
53
$556K 0.36%
30,858
-657
54
$544K 0.35%
1,220
+1
55
$499K 0.32%
20,479
+800
56
$498K 0.32%
7,944
-508
57
$462K 0.3%
25,170
58
$452K 0.29%
12,689
59
$447K 0.29%
5,345
-1
60
$422K 0.27%
19,282
+2
61
$400K 0.26%
12,890
62
$395K 0.26%
8,061
63
$367K 0.24%
4,568
64
$353K 0.23%
1,982
-39
65
$344K 0.22%
4,204
66
$323K 0.21%
1,725
67
$316K 0.2%
1,295
68
$291K 0.19%
11,435
+22
69
$291K 0.19%
8,939
70
$290K 0.19%
6,351
-21
71
$286K 0.19%
2,631
72
$285K 0.18%
3,232
-213
73
$273K 0.18%
2,968
74
$257K 0.17%
4,193
75
$248K 0.16%
10,877
+12
1 2
3
4