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
$158M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$255K
3
+$202K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$143K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$110K

Top Sells

1
+$236K
2
+$67.1K
3
+$63K
4
KXI icon
iShares Global Consumer Staples ETF
KXI
+$59K
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$54.2K

Sector Composition

1 Real Estate 1.97%
2 Communication Services 0.37%
3 Industrials 0.16%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.31%
41,240
27
$2.05M 1.3%
83,253
+1,872
28
$2.03M 1.28%
78,539
+1,040
29
$1.74M 1.1%
7,770
30
$1.68M 1.06%
18,628
-16
31
$1.62M 1.02%
17,283
+116
32
$1.43M 0.91%
38,216
33
$1.41M 0.89%
140,796
+4,104
34
$1.28M 0.81%
9,962
+211
35
$1.27M 0.8%
81,333
-4,305
36
$1.21M 0.76%
54,580
37
$1.2M 0.76%
14,175
+144
38
$1.15M 0.73%
11,554
+144
39
$1.15M 0.72%
28,777
-480
40
$1.07M 0.68%
23,477
-75
41
$1.07M 0.67%
48,810
42
$1.05M 0.66%
11,078
+386
43
$1.01M 0.64%
31,307
-1,348
44
$974K 0.62%
8,766
45
$970K 0.61%
25,990
46
$915K 0.58%
34,982
+3,650
47
$869K 0.55%
9,294
48
$864K 0.55%
68,225
+1,040
49
$838K 0.53%
5,847
+341
50
$808K 0.51%
47,940
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