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
126
$48K 0.03%
+1,010
127
$47K 0.03%
+787
128
$45K 0.03%
+2,054
129
$44K 0.03%
+705
130
$44K 0.03%
+274
131
$41K 0.03%
+473
132
$41K 0.03%
+485
133
$40K 0.03%
+361
134
$36K 0.02%
+616
135
$35K 0.02%
+200
136
$35K 0.02%
+548
137
$34K 0.02%
+572
138
$33K 0.02%
+473
139
$32K 0.02%
+250
140
$32K 0.02%
+546
141
$30K 0.02%
+1,111
142
$30K 0.02%
+260
143
$30K 0.02%
+198
144
$30K 0.02%
+372
145
$30K 0.02%
+1,460
146
$28K 0.02%
+936
147
$28K 0.02%
+900
148
$27K 0.02%
+245
149
$27K 0.02%
+464
150
$26K 0.02%
+256
4 5
6
7 8