MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
1-Year Return
11.95%
This Quarter Return
-2.06%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$193M
AUM Growth
-$3.63M
(-1.8%)
Cap. Flow
+$975K
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
37.53%
Holding
416
New
32
Increased
63
Reduced
80
Closed
19
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$1.01M |
| 2 |
Vanguard Financials ETF
VFH
|
$921K |
| 3 |
Vanguard Information Technology ETF
VGT
|
$764K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$742K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$705K |
Top Sells
| 1 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$1.15M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$506K |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$473K |
| 4 |
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
|
$273K |
| 5 |
Invesco Food & Beverage ETF
PBJ
|
$254K |
Sector Composition
| 1 | Real Estate | 4.31% |
| 2 | Industrials | 0.71% |
| 3 | Communication Services | 0.62% |
| 4 | Energy | 0.61% |
| 5 | Technology | 0.59% |
