MAS

Madden Advisory Services Portfolio holdings

AUM $235M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$255K
3
+$202K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$143K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$110K

Top Sells

1
+$236K
2
+$67.1K
3
+$63K
4
KXI icon
iShares Global Consumer Staples ETF
KXI
+$59K
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$54.2K

Sector Composition

1 Real Estate 1.97%
2 Communication Services 0.37%
3 Industrials 0.16%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.64M 6.1%
66,289
-433
2
$7.85M 4.96%
772,992
+25,638
3
$7M 4.42%
415,468
+8,500
4
$6.38M 4.03%
41,980
+230
5
$6.35M 4.02%
55,918
-119
6
$6.07M 3.84%
39,863
+231
7
$5.91M 3.74%
134,085
-1,230
8
$5.8M 3.67%
168,228
+3,184
9
$4.74M 3%
34,229
-354
10
$4.16M 2.63%
249,294
+1,452
11
$4.11M 2.6%
29,370
12
$4.1M 2.6%
497,008
-664
13
$4.04M 2.55%
58,965
+831
14
$3.81M 2.41%
77,220
15
$3.21M 2.03%
45,167
+220
16
$3.11M 1.96%
52,574
+635
17
$2.94M 1.86%
44,988
+23
18
$2.88M 1.82%
51,430
19
$2.8M 1.77%
73,676
-42
20
$2.79M 1.76%
166,468
+654
21
$2.69M 1.7%
130,966
+414
22
$2.69M 1.7%
38,226
-210
23
$2.42M 1.53%
18,062
+525
24
$2.3M 1.46%
64,410
25
$2.12M 1.34%
30,964
+300
1
2 3 4