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
151
$36K 0.02%
2,700
-2,042
152
$35K 0.02%
410
-22
153
$35K 0.02%
1,565
154
$34K 0.02%
1,830
155
$34K 0.02%
710
156
$33K 0.02%
475
157
$31K 0.02%
400
158
$31K 0.02%
+1,155
159
$31K 0.02%
580
160
$30K 0.02%
580
161
$30K 0.02%
647
-438
162
$29K 0.02%
400
163
$29K 0.02%
783
+515
164
$29K 0.02%
845
+255
165
$29K 0.02%
2,095
166
$29K 0.02%
361
167
$29K 0.02%
3,548
-11,202
168
$29K 0.02%
2,500
169
$27K 0.02%
610
170
$27K 0.02%
535
171
$26K 0.01%
200
-526
172
$26K 0.01%
1,111
173
$26K 0.01%
260
174
$26K 0.01%
588
-300
175
$25K 0.01%
900
5 6
7
8 9