MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
1-Year Return
11.95%
This Quarter Return
-1.12%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$165M
AUM Growth
-$751K
(-0.45%)
Cap. Flow
+$1.36M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
42.39%
Holding
85
New
1
Increased
25
Reduced
26
Closed
2
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
$742K |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$505K |
| 3 |
iShares Core Conservative Allocation ETF
AOK
|
$339K |
| 4 |
iShares Global Tech ETF
IXN
|
$203K |
| 5 |
Vanguard Value ETF
VTV
|
$199K |
Top Sells
| 1 |
ITG
Investment Technology Group Inc
ITG
|
$846K |
| 2 |
iShares Select U.S. REIT ETF
ICF
|
$510K |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$239K |
| 4 |
Welltower
WELL
|
$123K |
| 5 |
iShares US Technology ETF
IYW
|
$98.1K |
Sector Composition
| 1 | Real Estate | 1.07% |
| 2 | Communication Services | 0.33% |
| 3 | Industrials | 0.17% |
