MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
This Quarter Return
-6.51%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$152M
AUM Growth
+$152M
(-8.8%)
Cap. Flow
-$2.67M
Cap. Flow
% of AUM
-1.75%
Top 10 Holdings %
Top 10 Hldgs %
36.23%
Holding
318
New
16
Increased
37
Reduced
60
Closed
13
Top Buys
| 1 |
Amplify Cybersecurity ETF
HACK
|
$462K |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$457K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$451K |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
$392K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$318K |
Top Sells
| 1 |
Invesco Senior Loan ETF
BKLN
|
$1.93M |
| 2 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$742K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$605K |
| 4 |
Sprott Physical Gold and Silver Trust
CEF
|
$478K |
| 5 |
Invesco Food & Beverage ETF
PBJ
|
$354K |
Sector Composition
| 1 | Real Estate | 5.27% |
| 2 | Communication Services | 0.57% |
| 3 | Financials | 0.24% |
| 4 | Consumer Staples | 0.16% |
| 5 | Industrials | 0.16% |
