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
$183M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$4.58M
3
+$2.89M
4
IYE icon
iShares US Energy ETF
IYE
+$2.7M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.67M

Top Sells

1
+$1.29M
2
+$766K
3
+$601K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$445K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$437K

Sector Composition

1 Real Estate 4.8%
2 Industrials 0.66%
3 Communication Services 0.62%
4 Energy 0.55%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34K 0.02%
+746
177
$33K 0.02%
300
+100
178
$32K 0.02%
597
+6
179
$32K 0.02%
653
180
$32K 0.02%
+330
181
$31K 0.02%
300
182
$31K 0.02%
+2,400
183
$30K 0.02%
+680
184
$30K 0.02%
1,830
185
$29K 0.02%
153
186
$29K 0.02%
+2,000
187
$28K 0.02%
890
188
$28K 0.02%
475
189
$28K 0.02%
+2,000
190
$28K 0.02%
+2,000
191
$27K 0.01%
309
192
$27K 0.01%
683
193
$27K 0.01%
+2,000
194
$27K 0.01%
+2,095
195
$27K 0.01%
317
+1
196
$27K 0.01%
3,000
197
$26K 0.01%
400
198
$26K 0.01%
260
199
$26K 0.01%
425
200
$26K 0.01%
1,000
6 7
8
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