We are live on ! Find out more
MAS

Madden Advisory Services Portfolio holdings

AUM $254M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
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
376
– –
-3,000
377
– –
-400
378
– –
-83
379
– –
-17
380
– –
-90
381
$0 ﹤0.01%
3
382
– –
-30
383
$0 ﹤0.01%
4
384
– –
-34
385
– –
-39
386
– –
-746
387
$0 ﹤0.01%
25
388
– –
-286
389
$0 ﹤0.01%
5
390
$0 ﹤0.01%
1
391
– –
-500
392
– –
-75
393
– –
-300
394
– –
-107
395
$0 ﹤0.01%
1
396
– –
-1,517
397
– –
-8,452
398
– –
-157
399
– –
-5
400
– –
-7
13 14 15
16
17