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
251
$6K ﹤0.01%
82
252
$6K ﹤0.01%
62
253
$6K ﹤0.01%
280
254
$5K ﹤0.01%
102
255
$5K ﹤0.01%
200
-1,434
256
$5K ﹤0.01%
86
-175
257
$5K ﹤0.01%
110
258
$5K ﹤0.01%
100
259
$5K ﹤0.01%
100
260
$4K ﹤0.01%
24
-441
261
$4K ﹤0.01%
100
262
$4K ﹤0.01%
48
263
$4K ﹤0.01%
86
+1
264
$4K ﹤0.01%
70
265
$4K ﹤0.01%
96
266
$3K ﹤0.01%
50
267
$3K ﹤0.01%
39
-599
268
$3K ﹤0.01%
180
269
$3K ﹤0.01%
50
270
$3K ﹤0.01%
25
-200
271
$3K ﹤0.01%
470
+16
272
$3K ﹤0.01%
200
273
$3K ﹤0.01%
54
274
$3K ﹤0.01%
59
275
$3K ﹤0.01%
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