MAS

Madden Advisory Services Portfolio holdings

AUM $235M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$391K
3
+$331K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$228K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$203K

Top Sells

1
+$1.16M
2
+$1.14M
3
+$978K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$857K
5
VTV icon
Vanguard Value ETF
VTV
+$547K

Sector Composition

1 Real Estate 3.23%
2 Communication Services 0.42%
3 Industrials 0.19%
4 Consumer Staples 0.18%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16K 0.01%
+347
177
$16K 0.01%
+200
178
$16K 0.01%
+836
179
$15K 0.01%
+152
180
$15K 0.01%
+6,900
181
$14K 0.01%
+183
182
$14K 0.01%
+600
183
$14K 0.01%
+110
184
$14K 0.01%
+482
185
$14K 0.01%
+690
186
$13K 0.01%
+126
187
$13K 0.01%
+198
188
$13K 0.01%
+70
189
$13K 0.01%
+265
190
$13K 0.01%
+385
191
$13K 0.01%
+425
192
$13K 0.01%
+487
193
$13K 0.01%
+330
194
$13K 0.01%
+226
195
$13K 0.01%
+380
196
$13K 0.01%
+103
197
$12K 0.01%
+200
198
$12K 0.01%
+440
199
$12K 0.01%
+104
200
$12K 0.01%
+342
6 7
8
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