MAS

Madden Advisory Services Portfolio holdings

AUM $249M
1-Year Est. Return 15.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.02%
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
+$2.14M
2
+$514K
3
+$449K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$429K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$403K

Top Sells

1
+$3.78M
2
+$3.31M
3
+$2.79M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$2.16M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.32M

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
276
$2K ﹤0.01%
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285
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13
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11
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19
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1
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12
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5
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100
292
$1K ﹤0.01%
12
293
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295
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296
$0 ﹤0.01%
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297
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298
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-1,190
299
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-580
300
– –
-234
10 11
12
13 14