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
76
$255K 0.16%
+14,106
77
$250K 0.16%
6,705
-386
78
$248K 0.16%
7,312
-80
79
$236K 0.15%
2,115
+1
80
$225K 0.14%
10,727
81
$215K 0.14%
1,465
82
$202K 0.13%
+8,382
83
$181K 0.11%
11,800
-159
84
– –
-11,690
1 2 3
4