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
151
$25K 0.02%
+344
152
$24K 0.02%
+306
153
$23K 0.01%
+344
154
$23K 0.01%
+752
155
$23K 0.01%
+1,630
156
$22K 0.01%
+215
157
$22K 0.01%
+890
158
$21K 0.01%
+480
159
$21K 0.01%
+696
160
$20K 0.01%
+1,000
161
$20K 0.01%
+146
162
$20K 0.01%
+302
163
$20K 0.01%
+126
164
$19K 0.01%
+149
165
$19K 0.01%
+130
166
$19K 0.01%
+175
167
$18K 0.01%
+1,211
168
$18K 0.01%
+750
169
$17K 0.01%
+159
170
$17K 0.01%
+414
171
$17K 0.01%
+640
172
$17K 0.01%
+935
173
$17K 0.01%
+660
174
$17K 0.01%
+200
175
$17K 0.01%
+235
5 6
7
8 9