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
176
$25K 0.01%
720
177
$24K 0.01%
100
178
$24K 0.01%
409
179
$24K 0.01%
306
180
$24K 0.01%
256
181
$24K 0.01%
961
-2,440
182
$23K 0.01%
250
-153
183
$22K 0.01%
550
184
$22K 0.01%
492
185
$22K 0.01%
1,380
-40
186
$22K 0.01%
841
187
$22K 0.01%
802
188
$22K 0.01%
344
189
$22K 0.01%
836
190
$22K 0.01%
1,000
191
$20K 0.01%
+651
192
$18K 0.01%
159
193
$18K 0.01%
466
194
$18K 0.01%
935
-1,829
195
$18K 0.01%
350
196
$18K 0.01%
325
-78
197
$17K 0.01%
1,045
198
$17K 0.01%
302
199
$16K 0.01%
686
200
$16K 0.01%
292
+3
6 7
8
9 10