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
$133M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.03M
3
+$2.01M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.72M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.39M

Top Sells

1
+$1.83M
2
+$1.43M
3
+$625K
4
CAT icon
Caterpillar
CAT
+$572K
5
WELL icon
Welltower
WELL
+$559K

Sector Composition

1 Real Estate 4.28%
2 Communication Services 1.02%
3 Industrials 0.89%
4 Energy 0.76%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25K 0.02%
+399
177
$25K 0.02%
450
178
$25K 0.02%
461
-104
179
$24K 0.02%
400
180
$24K 0.02%
+306
181
$24K 0.02%
365
182
$24K 0.02%
1,000
183
$23K 0.02%
425
-150
184
$23K 0.02%
+197
185
$22K 0.02%
803
-1,004
186
$22K 0.02%
720
187
$22K 0.02%
+1,000
188
$22K 0.02%
+481
189
$21K 0.02%
+247
190
$19K 0.01%
+205
191
$19K 0.01%
+200
192
$19K 0.01%
+266
193
$19K 0.01%
455
194
$18K 0.01%
100
+32
195
$18K 0.01%
836
196
$18K 0.01%
220
197
$18K 0.01%
833
198
$17K 0.01%
451
199
$17K 0.01%
159
+137
200
$17K 0.01%
429
6 7
8
9 10