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
101
$149K 0.08%
2,735
102
$146K 0.08%
3,012
-200
103
$143K 0.08%
1,220
+120
104
$123K 0.07%
5,362
-2,442
105
$122K 0.07%
1,999
-279
106
$114K 0.06%
2,229
-1,724
107
$107K 0.06%
2,737
-880
108
$104K 0.06%
1,300
109
$103K 0.06%
6,615
+6,432
110
$102K 0.06%
495
+342
111
$99K 0.06%
950
-1,395
112
$97K 0.06%
955
113
$95K 0.05%
1,040
-317
114
$95K 0.05%
1,190
+1,180
115
$92K 0.05%
1,133
-410
116
$90K 0.05%
975
-3,413
117
$89K 0.05%
3,212
-15,008
118
$84K 0.05%
5,949
119
$80K 0.05%
536
120
$80K 0.05%
5,380
+1,590
121
$77K 0.04%
2,690
+720
122
$75K 0.04%
2,970
123
$74K 0.04%
3,425
124
$69K 0.04%
335
-97
125
$68K 0.04%
1,000
3 4
5
6 7