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
$155M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$403K
3
+$371K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$324K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$286K

Top Sells

1
+$440K
2
+$83K
3
+$44.6K
4
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$31.8K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$30.2K

Sector Composition

1 Technology 3.57%
2 Real Estate 0.39%
3 Communication Services 0.19%
4 Financials 0.18%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$243K 0.16%
3,982
77
$242K 0.16%
1,306
+2
78
$238K 0.15%
1,440
+31
79
$216K 0.14%
4,551
+315
80
$211K 0.14%
+1,513
81
$204K 0.13%
+2,918
82
$202K 0.13%
5,368
1 2 3
4