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
201
$11K 0.01%
435
202
$11K 0.01%
220
203
$11K 0.01%
200
204
$11K 0.01%
352
+28
205
$11K 0.01%
130
-220
206
$10K 0.01%
276
207
$10K 0.01%
+200
208
$10K 0.01%
+265
209
$10K 0.01%
213
+175
210
$10K 0.01%
228
211
$9K 0.01%
160
212
$9K 0.01%
100
213
$9K 0.01%
1,800
214
$9K 0.01%
300
215
$9K 0.01%
126
216
$8K 0.01%
135
217
$8K 0.01%
85
-175
218
$7K 0.01%
520
219
$7K 0.01%
43
220
$7K 0.01%
375
221
$7K 0.01%
150
-150
222
$7K 0.01%
679
223
$6K 0.01%
1,000
224
$6K 0.01%
220
225
$6K 0.01%
196
7 8
9
10 11