MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
This Quarter Return
+6.68%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$135M
AUM Growth
+$135M
(+5.9%)
Cap. Flow
-$3.09M
Cap. Flow
% of AUM
-2.28%
Top 10 Holdings %
Top 10 Hldgs %
62.63%
Holding
69
New
1
Increased
20
Reduced
34
Closed
–
Top Buys
| 1 |
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
|
$572K |
| 2 |
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
|
$528K |
| 3 |
Vanguard Value ETF
VTV
|
$411K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$391K |
| 5 |
Amazon
AMZN
|
$217K |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$948K |
| 2 |
Vanguard Information Technology ETF
VGT
|
$694K |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$539K |
| 4 |
Vanguard Consumer Discretionary ETF
VCR
|
$234K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$211K |
Sector Composition
| 1 | Real Estate | 0.5% |
| 2 | Technology | 0.38% |
| 3 | Communication Services | 0.26% |
| 4 | Healthcare | 0.16% |
| 5 | Consumer Discretionary | 0.16% |
