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
76
$440K 0.25%
+6,000
77
$433K 0.25%
3,816
-988
78
$422K 0.24%
25,310
-2,590
79
$403K 0.23%
33,408
-11,655
80
$378K 0.22%
15,130
81
$377K 0.21%
15,140
82
$376K 0.21%
14,630
83
$355K 0.2%
5,166
84
$354K 0.2%
8,326
+566
85
$325K 0.18%
11,255
-5,627
86
$325K 0.18%
4,003
87
$299K 0.17%
21,502
+15
88
$276K 0.16%
5,515
89
$260K 0.15%
5,412
-4,018
90
$253K 0.14%
7,588
91
$249K 0.14%
12,126
-5,689
92
$244K 0.14%
5,204
93
$236K 0.13%
8,200
-1,480
94
$227K 0.13%
1,855
95
$215K 0.12%
1,916
96
$213K 0.12%
1,786
-924
97
$206K 0.12%
4,395
+225
98
$200K 0.11%
5,610
99
$190K 0.11%
10,000
100
$181K 0.1%
1,465
+35
2 3
4
5 6