MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
This Quarter Return
+2.99%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$160M
AUM Growth
+$160M
(-14%)
Cap. Flow
-$31.8M
Cap. Flow
% of AUM
-19.81%
Top 10 Holdings %
Top 10 Hldgs %
40.77%
Holding
90
New
1
Increased
1
Reduced
68
Closed
9
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$537K |
| 2 |
iShares US Utilities ETF
IDU
|
$425K |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$2.55M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$2.25M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$1.48M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$1.47M |
| 5 |
Vanguard Health Care ETF
VHT
|
$1.34M |
Sector Composition
| 1 | Real Estate | 1.07% |
| 2 | Healthcare | 0.33% |
| 3 | Communication Services | 0.25% |
| 4 | Industrials | 0% |
