MAS

Madden Advisory Services Portfolio holdings

AUM $249M
1-Year Est. Return 15.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$1.17M
3
+$521K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$299K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$296K

Top Sells

1
+$2.16M
2
+$1.44M
3
+$1.13M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$883K
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$542K

Sector Composition

1 Real Estate 0.89%
2 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,769
77
– –
-21,837
1 2 3
4