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
151
$30K 0.02%
+2,481
152
$29K 0.02%
+775
153
$29K 0.02%
+825
154
$29K 0.02%
+424
155
$29K 0.02%
+350
156
$28K 0.02%
+400
157
$28K 0.02%
+1,458
158
$27K 0.02%
+500
159
$26K 0.02%
+1,585
160
$26K 0.02%
+2,435
161
$25K 0.02%
+624
162
$24K 0.02%
+713
163
$24K 0.02%
+855
164
$24K 0.02%
+950
165
$24K 0.02%
+502
166
$23K 0.02%
+594
167
$22K 0.02%
+300
168
$22K 0.02%
+260
169
$22K 0.02%
+260
170
$22K 0.02%
+892
171
$21K 0.02%
+564
172
$21K 0.02%
+219
173
$21K 0.02%
+362
174
$21K 0.02%
+440
175
$20K 0.02%
+1,000
5 6
7
8 9