MAS

Madden Advisory Services Portfolio holdings

AUM $235M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.9M
3
+$1.38M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$1.37M
5
WELL icon
Welltower
WELL
+$949K

Top Sells

1
+$5.42M
2
+$4.45M
3
+$2.78M
4
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
+$2.07M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.18M

Sector Composition

1 Real Estate 6.03%
2 Industrials 1.61%
3 Energy 1.3%
4 Communication Services 1.18%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$60K 0.05%
+5,390
102
$60K 0.05%
929
103
$58K 0.05%
2,346
104
$56K 0.05%
2,452
+590
105
$56K 0.05%
1,893
+3
106
$56K 0.05%
335
107
$54K 0.05%
1,734
-432
108
$52K 0.05%
2,166
+249
109
$52K 0.05%
1,980
-430
110
$52K 0.05%
+859
111
$51K 0.04%
835
112
$51K 0.04%
1,536
+272
113
$50K 0.04%
2,590
-215
114
$50K 0.04%
2,155
-13,365
115
$49K 0.04%
2,481
+1,381
116
$48K 0.04%
414
-98
117
$48K 0.04%
1,065
-60
118
$47K 0.04%
940
-150
119
$47K 0.04%
1,010
120
$47K 0.04%
+5,600
121
$45K 0.04%
1,591
+305
122
$44K 0.04%
246
+81
123
$44K 0.04%
2,025
-205
124
$43K 0.04%
+376
125
$43K 0.04%
569
-50
3 4
5
6 7