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
201
$16K 0.01%
394
-61
202
$16K 0.01%
200
-558
203
$15K 0.01%
425
204
$15K 0.01%
200
205
$15K 0.01%
226
206
$14K 0.01%
355
207
$14K 0.01%
280
208
$14K 0.01%
+690
209
$14K 0.01%
222
-43
210
$13K 0.01%
104
211
$13K 0.01%
440
212
$13K 0.01%
173
213
$13K 0.01%
346
-537
214
$13K 0.01%
260
215
$13K 0.01%
891
216
$13K 0.01%
126
-95
217
$13K 0.01%
130
218
$12K 0.01%
198
219
$12K 0.01%
265
220
$12K 0.01%
525
221
$12K 0.01%
733
222
$11K 0.01%
600
+200
223
$11K 0.01%
276
224
$11K 0.01%
433
-26
225
$11K 0.01%
218
7 8
9
10 11