MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
1-Year Return
11.95%
This Quarter Return
-18.49%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$144M
AUM Growth
-$8.64M
(-5.6%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
11.26%
Top 10 Holdings %
Top 10 Hldgs %
50.73%
Holding
91
New
18
Increased
14
Reduced
26
Closed
19
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$7.71M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$5.77M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$5.64M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$5.34M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$4.26M |
Top Sells
| 1 |
iShares US Financials ETF
IYF
|
$3.42M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$3.02M |
| 3 |
iShares Core Moderate Allocation ETF
AOM
|
$2.82M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$2.49M |
| 5 |
Vanguard Health Care ETF
VHT
|
$2.44M |
Sector Composition
| 1 | Real Estate | 0.52% |
| 2 | Communication Services | 0.21% |
