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
$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
201
$12K 0.01%
+340
202
$12K 0.01%
+300
203
$12K 0.01%
+745
204
$11K 0.01%
+180
205
$11K 0.01%
+200
206
$11K 0.01%
+129
207
$11K 0.01%
+202
208
$11K 0.01%
+711
209
$11K 0.01%
+137
210
$11K 0.01%
+525
211
$10K 0.01%
+268
212
$10K 0.01%
+85
213
$9K 0.01%
+122
214
$9K 0.01%
+155
215
$9K 0.01%
+228
216
$9K 0.01%
+225
217
$9K 0.01%
+1,645
218
$8K 0.01%
+120
219
$8K 0.01%
+200
220
$8K 0.01%
+512
221
$7K ﹤0.01%
+150
222
$7K ﹤0.01%
+480
223
$7K ﹤0.01%
+470
224
$7K ﹤0.01%
+180
225
$7K ﹤0.01%
+228
7 8
9
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