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
26
$1.97M 1.12%
22,917
27
$1.91M 1.09%
132,050
-1,330
28
$1.9M 1.08%
22,490
+240
29
$1.84M 1.05%
21,815
-3,299
30
$1.84M 1.05%
14,666
+4,183
31
$1.83M 1.04%
32,310
-421
32
$1.8M 1.02%
22,614
-1,444
33
$1.7M 0.97%
17,190
-869
34
$1.64M 0.93%
118,985
-7,013
35
$1.64M 0.93%
62,572
-2,660
36
$1.57M 0.89%
21,801
-249
37
$1.43M 0.81%
123,597
-9,704
38
$1.43M 0.81%
28,767
+4,692
39
$1.42M 0.81%
31,719
-70,243
40
$1.38M 0.78%
7,755
41
$1.37M 0.78%
57,382
-12,605
42
$1.35M 0.77%
36,252
-3,160
43
$1.28M 0.73%
156,150
44
$1.26M 0.72%
12,477
-3,726
45
$1.24M 0.71%
28,038
-2,252
46
$1.23M 0.7%
53,734
-12,937
47
$1.15M 0.65%
9,886
-253
48
$1.14M 0.65%
54,580
49
$1.06M 0.6%
23,672
-1,700
50
$1.05M 0.6%
9,839
+528
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