MAS

Madden Advisory Services Portfolio holdings

AUM $235M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$391K
3
+$331K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$228K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$203K

Top Sells

1
+$1.16M
2
+$1.14M
3
+$978K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$857K
5
VTV icon
Vanguard Value ETF
VTV
+$547K

Sector Composition

1 Real Estate 3.23%
2 Communication Services 0.42%
3 Industrials 0.19%
4 Consumer Staples 0.18%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$273K 0.18%
7,091
-49
77
$259K 0.17%
1,855
78
$255K 0.16%
7,692
-635
79
$244K 0.16%
16,079
80
$220K 0.14%
8,382
81
$203K 0.13%
+1,465
82
$191K 0.12%
+2,325
83
$167K 0.11%
+9,676
84
$165K 0.11%
+4,040
85
$156K 0.1%
+4,564
86
$155K 0.1%
+10,023
87
$139K 0.09%
+4,490
88
$131K 0.08%
+4,198
89
$129K 0.08%
+1,368
90
$119K 0.08%
+717
91
$119K 0.08%
+3,788
92
$118K 0.08%
+950
93
$117K 0.08%
+497
94
$115K 0.07%
+1,320
95
$111K 0.07%
+2,040
96
$109K 0.07%
+1,894
97
$109K 0.07%
+8,212
98
$109K 0.07%
2,840
-25,475
99
$105K 0.07%
+1,243
100
$103K 0.07%
+1,295
2 3
4
5 6