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
$142M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$256K
2
+$244K
3
+$203K
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$201K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$87.2K

Top Sells

1
+$209K
2
+$92.8K
3
+$60.5K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$45.9K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$45.5K

Sector Composition

1 Technology 3.33%
2 Real Estate 0.39%
3 Communication Services 0.2%
4 Financials 0.2%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.17%
1,304
+2
77
$220K 0.15%
3,982
78
$218K 0.15%
1,409
+7
79
$203K 0.14%
+4,236
80
$201K 0.14%
+5,368
1 2 3
4