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
$193M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$921K
3
+$764K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$742K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$705K

Top Sells

1
+$1.15M
2
+$506K
3
+$473K
4
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
+$273K
5
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$254K

Sector Composition

1 Real Estate 4.31%
2 Industrials 0.7%
3 Communication Services 0.62%
4 Energy 0.61%
5 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38K 0.02%
403
-137
177
$38K 0.02%
432
178
$37K 0.02%
330
179
$36K 0.02%
888
-135
180
$36K 0.02%
1,297
181
$36K 0.02%
746
182
$35K 0.02%
535
183
$35K 0.02%
775
184
$35K 0.02%
554
-1,000
185
$35K 0.02%
1,565
186
$34K 0.02%
1,000
187
$33K 0.02%
+1,400
188
$32K 0.02%
580
-130
189
$30K 0.02%
1,830
190
$30K 0.02%
153
191
$30K 0.02%
883
-544
192
$30K 0.02%
322
+3
193
$30K 0.02%
361
-114
194
$30K 0.02%
+2,500
195
$30K 0.02%
475
196
$30K 0.02%
+710
197
$29K 0.02%
610
198
$29K 0.02%
225
-75
199
$29K 0.02%
300
200
$29K 0.02%
580
6 7
8
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