MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
This Quarter Return
+12.22%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$187M
AUM Growth
+$187M
(+13%)
Cap. Flow
+$1.18M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
39.22%
Holding
89
New
3
Increased
23
Reduced
18
Closed
–
Top Buys
| 1 |
iShares US Energy ETF
IYE
|
$218K |
| 2 |
Invesco Food & Beverage ETF
PBJ
|
$217K |
| 3 |
VanEck Oil Refiners ETF
CRAK
|
$210K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$164K |
| 5 |
Vanguard Health Care ETF
VHT
|
$117K |
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$96.9K |
| 2 |
Vanguard Information Technology ETF
VGT
|
$70.8K |
| 3 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$56.8K |
| 4 |
Welltower
WELL
|
$50.1K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$46.8K |
Sector Composition
| 1 | Real Estate | 1.01% |
| 2 | Communication Services | 0.24% |
| 3 | Industrials | 0.17% |
