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
176
$19K 0.02%
+1,000
177
$19K 0.02%
+360
178
$19K 0.02%
+365
179
$19K 0.02%
+550
180
$19K 0.02%
+245
181
$19K 0.02%
+1,100
182
$19K 0.02%
+1,428
183
$18K 0.01%
+400
184
$18K 0.01%
+803
185
$18K 0.01%
+600
186
$18K 0.01%
+720
187
$18K 0.01%
+455
188
$17K 0.01%
+571
189
$17K 0.01%
+429
190
$17K 0.01%
+836
191
$17K 0.01%
+935
192
$16K 0.01%
+220
193
$15K 0.01%
+400
194
$15K 0.01%
+282
195
$15K 0.01%
+305
196
$14K 0.01%
+95
197
$14K 0.01%
+451
198
$14K 0.01%
+300
199
$14K 0.01%
+414
200
$13K 0.01%
+200
6 7
8
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