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
$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
126
$42K 0.04%
800
-246
127
$41K 0.04%
2,260
128
$41K 0.04%
475
-133
129
$40K 0.03%
978
-200
130
$40K 0.03%
503
+14
131
$40K 0.03%
1,549
+13
132
$39K 0.03%
1,807
+1,004
133
$37K 0.03%
387
134
$36K 0.03%
1,000
135
$36K 0.03%
1,390
-4,195
136
$34K 0.03%
303
137
$34K 0.03%
572
138
$34K 0.03%
490
139
– –
0
140
$33K 0.03%
775
141
$32K 0.03%
584
+6
142
$32K 0.03%
600
143
$32K 0.03%
661
144
$32K 0.03%
+500
145
$31K 0.03%
439
+282
146
$31K 0.03%
825
147
$31K 0.03%
2,184
-420
148
$31K 0.03%
2,481
149
$30K 0.03%
1,262
-145
150
$30K 0.03%
475
4 5
6
7 8