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
$176M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$525K
3
+$441K
4
HYHG icon
ProShares High Yield-Interest Rate Hedged ETF
HYHG
+$440K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$413K

Top Sells

1
+$3.78M
2
+$3.15M
3
+$2.76M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$2.17M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M

Sector Composition

1 Real Estate 5.34%
2 Communication Services 0.59%
3 Industrials 0.48%
4 Energy 0.43%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.01%
380
+6
227
$11K 0.01%
228
228
$11K 0.01%
168
-128
229
$11K 0.01%
240
230
$10K 0.01%
160
231
$10K 0.01%
+400
232
$10K 0.01%
100
-70
233
$10K 0.01%
150
234
$10K 0.01%
253
235
$10K 0.01%
100
236
$9K 0.01%
202
237
$9K 0.01%
1,000
238
$9K 0.01%
155
239
$9K 0.01%
196
240
$9K 0.01%
200
-1,742
241
$9K 0.01%
85
242
$8K ﹤0.01%
+260
243
$8K ﹤0.01%
200
+79
244
$8K ﹤0.01%
270
245
$8K ﹤0.01%
225
246
$8K ﹤0.01%
+220
247
$7K ﹤0.01%
185
-2,870
248
$7K ﹤0.01%
122
249
$7K ﹤0.01%
150
-104
250
$7K ﹤0.01%
+179
8 9
10
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