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
51
$1.05M 0.6%
10,040
52
$1.03M 0.59%
30,257
53
$1.02M 0.58%
39,048
54
$966K 0.55%
8,995
+180
55
$950K 0.54%
20,724
-575
56
$892K 0.51%
28,520
57
$824K 0.47%
56,025
-21
58
$821K 0.47%
54,539
-20,990
59
$785K 0.45%
9,521
-2,156
60
$762K 0.43%
21,670
61
$725K 0.41%
39,295
-1,957
62
$701K 0.4%
20,070
63
$644K 0.37%
13,261
-459
64
$629K 0.36%
49,215
65
$626K 0.36%
26,536
-10,085
66
$607K 0.35%
26,940
67
$589K 0.34%
6,720
-1,821
68
$585K 0.33%
33,474
-7,560
69
$582K 0.33%
31,895
70
$507K 0.29%
18,338
-3,725
71
$481K 0.27%
9,456
-350
72
$475K 0.27%
3,975
73
$465K 0.26%
11,344
-4,768
74
$458K 0.26%
7,750
-2,328
75
$444K 0.25%
33,075
1 2
3
4 5