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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
401
– –
-240
402
$0 ﹤0.01%
3
403
– –
-26
404
– –
-153
405
– –
-21
406
– –
-2,346
13 14 15 16
17