MAS

Madden Advisory Services Portfolio holdings

AUM $235M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.9M
3
+$1.38M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$1.37M
5
WELL icon
Welltower
WELL
+$949K

Top Sells

1
+$5.42M
2
+$4.45M
3
+$2.78M
4
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
+$2.07M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.18M

Sector Composition

1 Real Estate 6.03%
2 Industrials 1.61%
3 Energy 1.3%
4 Communication Services 1.18%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.34%
12,840
-1,791
27
$1.47M 1.28%
52,174
-5,955
28
$1.46M 1.27%
31,410
+795
29
$1.3M 1.13%
21,396
+425
30
$1.22M 1.06%
58,286
-1,610
31
$1.15M 1%
95,360
+1,872
32
$1.14M 0.99%
26,607
-1,585
33
$1.11M 0.97%
43,093
-8,563
34
$1.05M 0.92%
40,882
+7,161
35
$1.02M 0.89%
33,302
+925
36
$906K 0.79%
35,860
-4,378
37
$824K 0.72%
29,097
-2,380
38
$766K 0.67%
18,480
-3,560
39
$763K 0.66%
8,863
-265
40
$725K 0.63%
5,660
-685
41
$660K 0.58%
2,239
+272
42
$605K 0.53%
5,675
-1,190
43
$598K 0.52%
14,626
-1,250
44
$538K 0.47%
43,700
-1,550
45
$538K 0.47%
12,806
-200
46
$529K 0.46%
7,975
+1,992
47
$514K 0.45%
25,662
-2,730
48
$481K 0.42%
5,769
-3,766
49
$456K 0.4%
37,488
+13,203
50
$424K 0.37%
3,441
+2,602
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