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
$166M
AUM Growth
-$57K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$3.77M
3
+$2.7M
4
IXC icon
iShares Global Energy ETF
IXC
+$1.89M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.58M

Top Sells

1
+$2.97M
2
+$1.36M
3
+$1.31M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$662K
5
VDE icon
Vanguard Energy ETF
VDE
+$647K

Sector Composition

1 Real Estate 1.05%
2 Communication Services 0.24%
3 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319K 0.19%
+12,944
77
$300K 0.18%
20,690
-3,225
78
$278K 0.17%
+3,761
79
$274K 0.17%
+13,551
80
$272K 0.16%
1,855
81
$267K 0.16%
12,909
82
$222K 0.13%
4,054
-201
83
$211K 0.13%
+6,200
84
$204K 0.12%
2,031
85
$202K 0.12%
1,465
86
$154K 0.09%
+10,631
87
– –
-6,664
88
– –
-7,728
89
– –
-6,275
90
– –
-6,163
1 2 3
4