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
51
$417K 0.36%
6,445
-415
52
$411K 0.36%
26,360
-4,033
53
$389K 0.34%
5,140
-26
54
$384K 0.33%
44,745
+12,957
55
$368K 0.32%
7,838
+2,958
56
$367K 0.32%
9,400
+5,610
57
$349K 0.3%
9,175
58
$340K 0.3%
4,881
59
$339K 0.3%
9,313
-617
60
$328K 0.29%
4,689
+4,050
61
$297K 0.26%
5,166
62
$280K 0.24%
2,302
+1,702
63
$252K 0.22%
3,250
+790
64
$248K 0.22%
3,113
+2
65
$221K 0.19%
7,524
-972
66
$205K 0.18%
5,204
67
$175K 0.15%
2,365
+115
68
$166K 0.14%
4,842
+286
69
$154K 0.13%
5,766
-3,389
70
$147K 0.13%
6,890
+5,140
71
$137K 0.12%
3,200
72
$129K 0.11%
1,491
-161
73
$121K 0.11%
2,335
-50
74
$118K 0.1%
5,601
+3
75
$116K 0.1%
4,233
-14,160
1 2
3
4 5