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
$140M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$557K
3
+$18.2K
4
GLD icon
SPDR Gold Trust
GLD
+$4.85K

Top Sells

1
+$2.38M
2
+$1.76M
3
+$1.31M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.24M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.04M

Sector Composition

1 Real Estate 1.09%
2 Communication Services 0.26%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,190
77
– –
-3,861
78
– –
-12,906
79
– –
-17,100
80
– –
-1,405
81
– –
-2,445
82
– –
-4,906
1 2 3
4