MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
1-Year Return
11.95%
This Quarter Return
+2.1%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$152M
AUM Growth
-$3.22M
(-2.1%)
Cap. Flow
-$6.14M
Cap. Flow
% of AUM
-4.04%
Top 10 Holdings %
Top 10 Hldgs %
40.38%
Holding
266
New
1
Increased
24
Reduced
32
Closed
184
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
$715K |
| 2 |
iShares Gold Trust
IAU
|
$491K |
| 3 |
iShares US Aerospace & Defense ETF
ITA
|
$418K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$416K |
| 5 |
Patterson-UTI
PTEN
|
$236K |
Top Sells
| 1 |
Vornado Realty Trust
VNO
|
$1.68M |
| 2 |
iShares Select U.S. REIT ETF
ICF
|
$785K |
| 3 |
Urban Edge Properties
UE
|
$220K |
| 4 |
WGL
Wgl Holdings
WGL
|
$191K |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$171K |
Sector Composition
| 1 | Real Estate | 2.03% |
| 2 | Communication Services | 0.38% |
| 3 | Energy | 0.16% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |
