MAS

Madden Advisory Services Portfolio holdings

AUM $235M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$9.56M
3
+$5.34M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.28M
5
WELL icon
Welltower
WELL
+$4.89M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 5.23%
2 Industrials 1.62%
3 Consumer Staples 1.11%
4 Communication Services 1.08%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$57K 0.05%
+1,058
102
$57K 0.05%
+971
103
$57K 0.05%
+5,700
104
$55K 0.05%
+1,890
105
$54K 0.04%
+2,805
106
$54K 0.04%
+929
107
$54K 0.04%
+335
108
$54K 0.04%
+2,190
109
$53K 0.04%
+608
110
$52K 0.04%
+1,090
111
$50K 0.04%
+1,125
112
$50K 0.04%
+1,046
113
$48K 0.04%
+619
114
$48K 0.04%
+835
115
$46K 0.04%
+2,042
116
$45K 0.04%
+1,862
117
$45K 0.04%
+801
118
$44K 0.04%
+1,264
119
$44K 0.04%
+1,178
120
$44K 0.04%
+2,230
121
$43K 0.04%
+1,010
122
$42K 0.03%
+1,917
123
$42K 0.03%
+1,054
124
$41K 0.03%
+2,260
125
$41K 0.03%
+1,536
3 4
5
6 7