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
76
$225K 0.14%
7,728
77
$219K 0.13%
2,031
-2
78
– –
-7,351
79
– –
-36,856
1 2 3
4