MAS

Madden Advisory Services Portfolio holdings

AUM $258M
1-Year Est. Return 12.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.9M
3
+$1.38M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$1.37M
5
WELL icon
Welltower
WELL
+$949K

Top Sells

1
+$5.42M
2
+$4.45M
3
+$2.78M
4
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
+$2.07M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.18M

Sector Composition

1 Real Estate 6.03%
2 Industrials 1.61%
3 Energy 1.3%
4 Communication Services 1.18%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K 0.01%
150
227
$6K 0.01%
225
228
$6K 0.01%
+98
229
$6K 0.01%
80
230
$6K 0.01%
60
231
$6K 0.01%
103
232
$5K ﹤0.01%
102
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$5K ﹤0.01%
121
-746
234
$5K ﹤0.01%
308
-47
235
$5K ﹤0.01%
1
236
$5K ﹤0.01%
235
237
$5K ﹤0.01%
82
-280
238
$5K ﹤0.01%
115
239
$5K ﹤0.01%
180
240
$5K ﹤0.01%
90
241
$5K ﹤0.01%
+170
242
$4K ﹤0.01%
96
243
$4K ﹤0.01%
75
244
$4K ﹤0.01%
405
+198
245
$4K ﹤0.01%
225
246
$4K ﹤0.01%
100
247
$4K ﹤0.01%
100
-1
248
$4K ﹤0.01%
69
249
$4K ﹤0.01%
130
250
$3K ﹤0.01%
85
8 9
10
11 12