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
151
$30K 0.03%
565
-236
152
$30K 0.03%
1,322
153
$29K 0.03%
575
+300
154
$28K 0.02%
424
155
$27K 0.02%
1,700
-1,100
156
$27K 0.02%
315
157
$26K 0.02%
594
158
$26K 0.02%
502
159
$25K 0.02%
1,485
-100
160
$25K 0.02%
450
-285
161
$25K 0.02%
500
-180
162
$24K 0.02%
1,000
163
$24K 0.02%
260
164
$23K 0.02%
683
-30
165
$23K 0.02%
300
166
$23K 0.02%
440
167
$23K 0.02%
1,000
168
$22K 0.02%
365
169
$21K 0.02%
400
170
$21K 0.02%
564
171
$20K 0.02%
772
-19,998
172
$20K 0.02%
720
173
$19K 0.02%
429
174
$19K 0.02%
455
175
$18K 0.02%
+841
5 6
7
8 9