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
$183M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$4.58M
3
+$2.89M
4
IYE icon
iShares US Energy ETF
IYE
+$2.7M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.67M

Top Sells

1
+$1.29M
2
+$766K
3
+$601K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$445K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$437K

Sector Composition

1 Real Estate 4.8%
2 Industrials 0.66%
3 Communication Services 0.62%
4 Energy 0.55%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26K 0.01%
+2,000
202
$26K 0.01%
+2,000
203
$26K 0.01%
+2,000
204
$25K 0.01%
440
205
$25K 0.01%
580
+99
206
$25K 0.01%
450
207
$25K 0.01%
+1,070
208
$24K 0.01%
1,485
209
$24K 0.01%
400
+300
210
$24K 0.01%
1,000
211
$22K 0.01%
365
212
$22K 0.01%
803
213
$22K 0.01%
720
214
$21K 0.01%
+1,940
215
$21K 0.01%
200
+140
216
$21K 0.01%
242
+47
217
$20K 0.01%
+409
218
$20K 0.01%
841
219
$20K 0.01%
1,273
+183
220
$20K 0.01%
+1,000
221
$20K 0.01%
247
222
$20K 0.01%
836
223
$20K 0.01%
266
224
$20K 0.01%
+1,500
225
$20K 0.01%
303
+200
7 8
9
10 11