Madden Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Health Care ETF
VHT
|
+$700K |
| 2 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$439K |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$388K |
| 4 |
Vanguard Consumer Discretionary ETF
VCR
|
+$263K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$242K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ALPS Sector Dividend Dogs ETF
SDOG
|
+$638K |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$439K |
| 3 |
Invesco Oil & Gas Services ETF
PXJ
|
+$365K |
| 4 |
Invesco Food & Beverage ETF
PBJ
|
+$259K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$239K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 92.49% |
| 2 | Real Estate | 4.97% |
| 3 | Financials | 1.15% |
| 4 | Communication Services | 0.56% |
| 5 | Industrials | 0.21% |
Similar funds
Madden Advisory Services's Q2 2015 Portfolio in Review
As of Q2 2015, Madden Advisory Services held 302 positions worth $167M, up 0.91% from $166M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Madden Advisory Services deployed $5.03M of net new capital in Q2 2015, opening 208 new positions and adding to 17 existing holdings. Its largest new stake was Vanguard Consumer Discretionary ETF: 2,120 shares worth $263K.
By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, up from 92% a quarter earlier, followed by Real Estate and Financials.
On the sell side, the largest reduction was ALPS Sector Dividend Dogs ETF, an estimated $638K trimmed.
- Madden Advisory Services's largest Q2 2015 buy was Vanguard Consumer Discretionary ETF: 2,120 shares worth $263K.
- Madden Advisory Services added most to Vanguard Health Care ETF in Q2 2015, an estimated $700K increase.
- Madden Advisory Services's biggest Q2 2015 reduction was ALPS Sector Dividend Dogs ETF, cutting an estimated $638K.
- Madden Advisory Services's ten largest holdings make up 35% of its $167M portfolio in Q2 2015.
- Madden Advisory Services opened 208 new positions and closed 0 in Q2 2015.
- Madden Advisory Services's portfolio value rose 0.91% quarter-over-quarter to $167M.
Based on Madden Advisory Services's 13F filing for Q2 2015, filed 24 Jul 2015.