MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
This Quarter Return
+2.61%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$162M
AUM Growth
+$162M
(+5.3%)
Cap. Flow
+$4.49M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
35.75%
Holding
98
New
7
Increased
14
Reduced
48
Closed
1
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.01M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$946K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$819K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$795K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$607K |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$1.42M |
| 2 |
Medical Properties Trust
MPW
|
$398K |
| 3 |
iShares Core Moderate Allocation ETF
AOM
|
$247K |
| 4 |
ELME
Elme Communities
ELME
|
$204K |
| 5 |
Vanguard Health Care ETF
VHT
|
$176K |
Sector Composition
| 1 | Real Estate | 3.72% |
| 2 | Communication Services | 0.45% |
| 3 | Consumer Staples | 0.19% |
| 4 | Financials | 0.19% |
| 5 | Materials | 0.18% |
