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
$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
126
$41K 0.03%
+6,500
127
$39K 0.03%
+2,800
128
$38K 0.03%
+1,000
129
$38K 0.03%
+387
130
$37K 0.03%
+1,350
131
$37K 0.03%
+639
132
$37K 0.03%
+735
133
$36K 0.03%
+572
134
$36K 0.03%
+1,286
135
$35K 0.03%
+1,750
136
$35K 0.03%
+867
137
$35K 0.03%
+875
138
$34K 0.03%
+303
139
$34K 0.03%
+1,407
140
$34K 0.03%
+578
141
$34K 0.03%
+2,604
142
$33K 0.03%
+489
143
$33K 0.03%
+680
144
$32K 0.03%
+600
145
$32K 0.03%
+490
146
$32K 0.03%
+661
147
$32K 0.03%
+1,322
148
$31K 0.03%
+475
149
$30K 0.02%
+315
150
$30K 0.02%
+165
4 5
6
7 8