MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
This Quarter Return
+6.67%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$190M
AUM Growth
+$190M
(+6.9%)
Cap. Flow
+$1.86M
Cap. Flow
% of AUM
0.98%
Top 10 Holdings %
Top 10 Hldgs %
47.47%
Holding
92
New
2
Increased
43
Reduced
36
Closed
–
Top Buys
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$390K |
| 2 |
VanEck IG Floating Rate ETF
FLTR
|
$355K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$326K |
| 4 |
iShares US Medical Devices ETF
IHI
|
$162K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$151K |
Sector Composition
| 1 | Technology | 3.56% |
| 2 | Real Estate | 0.43% |
| 3 | Financials | 0.14% |
| 4 | Consumer Staples | 0.12% |
| 5 | Healthcare | 0.11% |
