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
126
$68K 0.04%
2,403
127
$67K 0.04%
3,225
128
$66K 0.04%
2,635
129
$66K 0.04%
2,576
-853
130
$62K 0.04%
835
131
$59K 0.03%
910
-1,399
132
$56K 0.03%
1,437
-285
133
$56K 0.03%
630
134
$52K 0.03%
2,775
135
$52K 0.03%
2,190
136
$51K 0.03%
419
137
$50K 0.03%
308
-2,032
138
$49K 0.03%
1,873
-183
139
$49K 0.03%
1,010
140
$45K 0.03%
467
141
$44K 0.03%
1,640
142
$42K 0.02%
605
-450
143
$42K 0.02%
1,645
144
$42K 0.02%
373
145
$40K 0.02%
752
146
$39K 0.02%
+1,000
147
$39K 0.02%
1,260
148
$37K 0.02%
775
149
$36K 0.02%
1,000
-250
150
$36K 0.02%
730
-2,037
4 5
6
7 8