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
51
$766K 0.48%
19,050
52
$761K 0.48%
26,940
53
$741K 0.47%
14,514
54
$730K 0.46%
7,630
55
$725K 0.46%
6,122
56
$714K 0.45%
15,852
+374
57
$704K 0.45%
12,406
58
$700K 0.44%
6,976
-350
59
$695K 0.44%
13,662
-1,160
60
$685K 0.43%
25,482
+359
61
$662K 0.42%
2,872
+256
62
$637K 0.4%
28,950
-1,225
63
$617K 0.39%
39,242
+1,173
64
$609K 0.39%
7,736
+200
65
$591K 0.37%
12,633
-100
66
$585K 0.37%
6,582
+120
67
$520K 0.33%
41,940
68
$505K 0.32%
4,167
+285
69
$440K 0.28%
18,331
+375
70
$429K 0.27%
6,462
+470
71
$424K 0.27%
3,495
72
$418K 0.26%
5,166
73
$411K 0.26%
6,465
74
$373K 0.24%
2,520
75
$276K 0.17%
1,855
1 2
3
4