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
51
$711K 0.43%
7,536
52
$704K 0.43%
12,156
-250
53
$694K 0.42%
10,358
+548
54
$664K 0.4%
6,136
55
$660K 0.4%
6,685
+50
56
$656K 0.4%
25,546
-25
57
$647K 0.39%
6,163
+239
58
$612K 0.37%
13,150
-105
59
$596K 0.36%
15,505
-372
60
$544K 0.33%
10,842
-250
61
$523K 0.32%
+21,123
62
$502K 0.3%
12,398
-160
63
$496K 0.3%
43,110
64
$449K 0.27%
5,166
65
$428K 0.26%
6,465
66
$404K 0.24%
2,400
-170
67
$335K 0.2%
2,971
-25
68
$328K 0.2%
23,915
69
$320K 0.19%
6,664
+228
70
$319K 0.19%
1,855
71
$318K 0.19%
12,909
72
$294K 0.18%
4,915
+1,430
73
$272K 0.16%
4,255
+413
74
$263K 0.16%
6,275
75
$240K 0.14%
1,465
1 2
3
4