MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
This Quarter Return
+1.75%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$154M
AUM Growth
+$154M
(+1.1%)
Cap. Flow
-$563K
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
37.26%
Holding
93
New
3
Increased
15
Reduced
34
Closed
2
Top Buys
| 1 |
SPDR S&P Bank ETF
KBE
|
$513K |
| 2 |
iShares Core Conservative Allocation ETF
AOK
|
$322K |
| 3 |
Urban Edge Properties
UE
|
$216K |
| 4 |
ITIP
ISHARES TR INTL INFLATION LKD BD ETF
ITIP
|
$207K |
| 5 |
Vanguard Health Care ETF
VHT
|
$185K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$524K |
| 2 |
Welltower
WELL
|
$507K |
| 3 |
Comerica
CMA
|
$217K |
| 4 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$180K |
| 5 |
Invesco Food & Beverage ETF
PBJ
|
$125K |
Sector Composition
| 1 | Real Estate | 4.01% |
| 2 | Communication Services | 0.48% |
| 3 | Financials | 0% |
