MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
This Quarter Return
+1.76%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$197M
AUM Growth
+$197M
(+3.6%)
Cap. Flow
+$3.89M
Cap. Flow
% of AUM
1.98%
Top 10 Holdings %
Top 10 Hldgs %
47.61%
Holding
94
New
2
Increased
54
Reduced
23
Closed
1
Top Buys
Top Sells
| 1 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$207K |
| 2 |
Vanguard Consumer Staples ETF
VDC
|
$67.2K |
| 3 |
Invesco QQQ Trust
QQQ
|
$59.9K |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$49.6K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$36.8K |
Sector Composition
| 1 | Technology | 3.78% |
| 2 | Real Estate | 0.45% |
| 3 | Financials | 0.18% |
| 4 | Consumer Discretionary | 0.11% |
| 5 | Consumer Staples | 0.11% |
