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MAS
Madden Advisory Services Portfolio holdings
AUM
$279M
1-Year Est. Return
19.02%
This Fund
S&P 500
This Quarter
Est. Return
-3.81%
1 Year Est. Return
+19.02%
3 Year Est. Return
+52.3%
5 Year Est. Return
+54.43%
10 Year Est. Return
+182.65%
AUM
$122M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
103.67%
Top 10 Holdings %
Top 10 Hldgs %
50.07%
Holding
315
New
314
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares TIPS Bond ETF
TIP
|
+$18.2M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$9.7M |
| 3 |
iShares Core Conservative Allocation ETF
AOK
|
+$5.43M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$5.29M |
| 5 |
Welltower
WELL
|
+$5.18M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.58% |
| 2 | Real Estate | 5.23% |
| 3 | Industrials | 1.62% |
| 4 | Consumer Staples | 1.11% |
| 5 | Communication Services | 1.08% |
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IWP
Madden Advisory Services's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Madden Advisory Services, which disclosed 315 positions worth $122M. Its ten largest holdings account for 50% of the portfolio.
Its largest position is iShares TIPS Bond ETF: 153,880 shares worth $17.2M.
By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, followed by Real Estate and Industrials.
- Madden Advisory Services's largest Q2 2013 buy was iShares TIPS Bond ETF: 153,880 shares worth $17.2M.
- Madden Advisory Services's ten largest holdings make up 50% of its $122M portfolio in Q2 2013.
- Madden Advisory Services disclosed 315 positions in Q2 2013, its first 13F filing on record.
Based on Madden Advisory Services's 13F filing for Q2 2013, filed 15 Jul 2013.