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
$196M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$963K
3
+$704K
4
VHT icon
Vanguard Health Care ETF
VHT
+$565K
5
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
+$540K

Top Sells

1
+$628K
2
+$405K
3
+$387K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$365K
5
IXC icon
iShares Global Energy ETF
IXC
+$355K

Sector Composition

1 Real Estate 4.47%
2 Industrials 0.67%
3 Communication Services 0.6%
4 Technology 0.59%
5 Energy 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$41K 0.02%
535
-714
177
$40K 0.02%
475
178
$39K 0.02%
710
179
$39K 0.02%
1,450
180
$38K 0.02%
432
+190
181
$38K 0.02%
500
182
$38K 0.02%
1,290
+220
183
$37K 0.02%
825
184
$37K 0.02%
775
185
$37K 0.02%
1,297
186
$36K 0.02%
600
+200
187
$36K 0.02%
+910
188
$35K 0.02%
300
189
$35K 0.02%
746
190
$35K 0.02%
1,565
191
$34K 0.02%
330
192
$33K 0.02%
1,000
193
$33K 0.02%
1,485
-540
194
$32K 0.02%
2,000
195
$32K 0.02%
653
196
$32K 0.02%
492
-293
197
$31K 0.02%
610
-380
198
$31K 0.02%
1,830
199
$30K 0.02%
475
200
$30K 0.02%
153
6 7
8
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