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
$183M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$4.58M
3
+$2.89M
4
IYE icon
iShares US Energy ETF
IYE
+$2.7M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.67M

Top Sells

1
+$1.29M
2
+$766K
3
+$601K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$445K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$437K

Sector Composition

1 Real Estate 4.8%
2 Industrials 0.66%
3 Communication Services 0.62%
4 Energy 0.55%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$70K 0.04%
1,634
127
$68K 0.04%
+2,383
128
$66K 0.04%
5,390
129
$65K 0.04%
2,914
+109
130
$65K 0.04%
1,190
131
$64K 0.04%
2,438
-2,405
132
$64K 0.04%
1,556
+10
133
$64K 0.04%
655
134
$64K 0.04%
2,514
+168
135
$63K 0.03%
3,775
136
$63K 0.03%
335
137
$59K 0.03%
1,446
138
$59K 0.03%
630
-340
139
$57K 0.03%
835
140
$57K 0.03%
586
+46
141
$57K 0.03%
+540
142
$56K 0.03%
2,590
143
$55K 0.03%
+925
144
$54K 0.03%
2,764
145
$54K 0.03%
+675
146
$53K 0.03%
424
+50
147
$52K 0.03%
419
+43
148
$50K 0.03%
3,606
149
$49K 0.03%
1,425
+2
150
$48K 0.03%
1,900
-2,350
4 5
6
7 8