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
$155M
AUM Growth
+$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$391K
3
+$331K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$228K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$203K

Top Sells

1
+$1.16M
2
+$1.14M
3
+$978K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$857K
5
VTV icon
Vanguard Value ETF
VTV
+$547K

Sector Composition

1 Real Estate 3.23%
2 Communication Services 0.42%
3 Industrials 0.19%
4 Consumer Staples 0.18%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$96K 0.06%
+2,272
102
$95K 0.06%
+1,834
103
$85K 0.05%
+1,150
104
$83K 0.05%
5,530
-14,535
105
$73K 0.05%
+1,743
106
$73K 0.05%
+1,785
107
$72K 0.05%
+2,635
108
$72K 0.05%
+802
109
$71K 0.05%
+5,567
110
$71K 0.05%
+2,850
111
$69K 0.04%
+2,403
112
$69K 0.04%
+839
113
$68K 0.04%
+753
114
$64K 0.04%
+5,089
115
$64K 0.04%
+2,550
116
$64K 0.04%
+2,330
117
$59K 0.04%
+1,648
118
$58K 0.04%
+706
119
$56K 0.04%
+535
120
$56K 0.04%
+971
121
$54K 0.03%
+2,020
122
$53K 0.03%
+1,965
123
$52K 0.03%
+400
124
$52K 0.03%
+909
125
$51K 0.03%
+456
3 4
5
6 7