Madden Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$7.93M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
+$4.48M |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$2.84M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$2.62M |
| 5 |
iShares US Energy ETF
IYE
|
+$2.61M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$1.29M |
| 2 |
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
|
+$744K |
| 3 |
Welltower
WELL
|
+$576K |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$444K |
| 5 |
iShares Core Conservative Allocation ETF
AOK
|
+$433K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 90.97% |
| 2 | Real Estate | 4.8% |
| 3 | Financials | 1.05% |
| 4 | Industrials | 0.66% |
| 5 | Communication Services | 0.62% |
Similar funds
Madden Advisory Services's Q1 2014 Portfolio in Review
As of Q1 2014, Madden Advisory Services held 405 positions worth $183M, up 37% from $133M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Madden Advisory Services deployed $46.2M of net new capital in Q1 2014, opening 91 new positions and adding to 98 existing holdings. Its largest new stake was Vornado Realty Trust: 22,917 shares worth $1.65M.
By sector, the portfolio is most concentrated in Miscellaneous at 91% of assets, up from 91% a quarter earlier, followed by Real Estate and Financials.
On the sell side, the largest reduction was iShares 0-5 Year TIPS Bond ETF, an estimated $1.29M trimmed.
- Madden Advisory Services's largest Q1 2014 buy was Vornado Realty Trust: 22,917 shares worth $1.65M.
- Madden Advisory Services added most to Invesco QQQ Trust in Q1 2014, an estimated $7.93M increase.
- Madden Advisory Services's biggest Q1 2014 reduction was iShares 0-5 Year TIPS Bond ETF, cutting an estimated $1.29M.
- Madden Advisory Services fully exited Eaton in Q1 2014, selling an estimated $76K.
- Madden Advisory Services's ten largest holdings make up 39% of its $183M portfolio in Q1 2014.
- Madden Advisory Services opened 91 new positions and closed 24 in Q1 2014.
- Madden Advisory Services's portfolio value rose 37% quarter-over-quarter to $183M.
Based on Madden Advisory Services's 13F filing for Q1 2014, filed 12 May 2014.