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
$166M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$523K
3
+$400K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$373K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$365K

Top Sells

1
+$4.2M
2
+$933K
3
+$842K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$148K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$124K

Sector Composition

1 Real Estate 0.98%
2 Communication Services 0.3%
3 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.24%
17,583
27
$2.05M 1.24%
7,770
28
$2.05M 1.24%
74,340
29
$1.95M 1.17%
17,582
+535
30
$1.92M 1.16%
165,876
+30
31
$1.75M 1.06%
15,804
-50
32
$1.74M 1.05%
35,884
33
$1.64M 0.99%
9,103
+1,211
34
$1.62M 0.98%
25,140
-1,852
35
$1.57M 0.95%
15,777
-152
36
$1.52M 0.92%
30,310
37
$1.39M 0.84%
48,810
38
$1.38M 0.83%
10,532
-192
39
$1.22M 0.73%
4,552
+503
40
$1.2M 0.73%
68,088
-1,854
41
$1.16M 0.7%
13,901
42
$1.1M 0.67%
23,529
43
$1.01M 0.61%
8,319
44
$954K 0.58%
26,940
45
$894K 0.54%
23,708
46
$784K 0.47%
67,139
47
$775K 0.47%
6,122
48
$770K 0.46%
14,285
49
$754K 0.46%
19,050
50
$750K 0.45%
7,630
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