MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
1-Year Return
11.95%
This Quarter Return
+4.8%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$196M
AUM Growth
+$13.7M
(+7.5%)
Cap. Flow
+$5.1M
Cap. Flow
% of AUM
2.6%
Top 10 Holdings %
Top 10 Hldgs %
38.08%
Holding
423
New
43
Increased
75
Reduced
73
Closed
39
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$1.65M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$963K |
| 3 |
Vanguard Information Technology ETF
VGT
|
$704K |
| 4 |
Vanguard Health Care ETF
VHT
|
$565K |
| 5 |
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
|
$540K |
Top Sells
| 1 |
iShares Global Consumer Staples ETF
KXI
|
$628K |
| 2 |
Vanguard Consumer Staples ETF
VDC
|
$405K |
| 3 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$387K |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$365K |
| 5 |
iShares Global Energy ETF
IXC
|
$355K |
Sector Composition
| 1 | Real Estate | 4.47% |
| 2 | Industrials | 0.68% |
| 3 | Communication Services | 0.6% |
| 4 | Technology | 0.59% |
| 5 | Energy | 0.59% |
