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
151
$47K 0.03%
990
152
$46K 0.03%
818
153
$45K 0.02%
638
154
$45K 0.02%
571
155
$45K 0.02%
785
-155
156
$45K 0.02%
947
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157
$43K 0.02%
1,770
158
$43K 0.02%
649
159
$43K 0.02%
1,621
+72
160
$43K 0.02%
840
161
$42K 0.02%
524
+218
162
$41K 0.02%
2,025
-1
163
$40K 0.02%
467
164
$40K 0.02%
+875
165
$39K 0.02%
475
166
$39K 0.02%
1,297
167
$38K 0.02%
670
168
$38K 0.02%
1,450
-350
169
$37K 0.02%
+500
170
$37K 0.02%
775
171
$37K 0.02%
710
172
$36K 0.02%
888
+660
173
$35K 0.02%
+1,565
174
$34K 0.02%
2,000
+400
175
$34K 0.02%
825
5 6
7
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