Madden Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Health Care ETF
VHT
|
+$686K |
| 2 |
iShares Gold Trust
IAU
|
+$497K |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$411K |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
+$410K |
| 5 |
Patterson-UTI
PTEN
|
+$255K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vornado Realty Trust
VNO
|
+$1.68M |
| 2 |
iShares Select U.S. REIT ETF
ICF
|
+$784K |
| 3 |
Urban Edge Properties
UE
|
+$220K |
| 4 |
WGL
Wgl Holdings
WGL
|
+$191K |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$171K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 2.03% |
| 2 | Communication Services | 0.38% |
| 3 | Energy | 0.16% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |
Similar funds
Madden Advisory Services's Q2 2017 Portfolio in Review
As of Q2 2017, Madden Advisory Services held 266 positions worth $152M, down 2.1% from $155M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Madden Advisory Services withdrew a net $6.18M in Q2 2017, closing 184 positions and reducing 32 holdings. Its most notable exit was Vornado Realty Trust, an estimated $1.68M position sold in full.
By sector, the portfolio is most concentrated in Real Estate at 2% of assets, down from 3.2% a quarter earlier, followed by Communication Services and Energy.
Against the trend, Madden Advisory Services opened a new position in Patterson-UTI worth $236K.
- Madden Advisory Services's largest Q2 2017 buy was Patterson-UTI: 11,690 shares worth $236K.
- Madden Advisory Services added most to Vanguard Health Care ETF in Q2 2017, an estimated $686K increase.
- Madden Advisory Services's biggest Q2 2017 reduction was iShares Select U.S. REIT ETF, cutting an estimated $784K.
- Madden Advisory Services fully exited Vornado Realty Trust in Q2 2017, selling an estimated $1.68M.
- Madden Advisory Services's ten largest holdings make up 40% of its $152M portfolio in Q2 2017.
- Madden Advisory Services opened 1 new position and closed 184 in Q2 2017.
- Madden Advisory Services's portfolio value fell 2.1% quarter-over-quarter to $152M.
Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.