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
$193M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$921K
3
+$764K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$742K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$705K

Top Sells

1
+$1.15M
2
+$506K
3
+$473K
4
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
+$273K
5
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$254K

Sector Composition

1 Real Estate 4.31%
2 Industrials 0.7%
3 Communication Services 0.62%
4 Energy 0.61%
5 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$57K 0.03%
758
-290
152
$55K 0.03%
569
+260
153
$55K 0.03%
2,056
-382
154
$54K 0.03%
1,437
155
$54K 0.03%
1,085
156
$53K 0.03%
2,764
157
$52K 0.03%
+3,790
158
$51K 0.03%
419
159
$50K 0.03%
1,250
+590
160
$49K 0.03%
638
161
$49K 0.03%
+1,010
162
$49K 0.03%
373
+48
163
$48K 0.02%
2,775
164
$48K 0.02%
2,190
-400
165
$46K 0.02%
502
-70
166
$46K 0.02%
1,260
167
$45K 0.02%
500
168
$43K 0.02%
467
169
$43K 0.02%
1,640
+190
170
$42K 0.02%
840
171
$41K 0.02%
718
+6
172
$41K 0.02%
1,645
-125
173
$41K 0.02%
580
-69
174
$40K 0.02%
500
175
$40K 0.02%
752
-435
5 6
7
8 9