MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
This Quarter Return
+3.53%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$158M
AUM Growth
+$158M
(+4.2%)
Cap. Flow
+$1.15M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
40.4%
Holding
84
New
2
Increased
35
Reduced
19
Closed
1
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$260K |
| 2 |
CSX Corp
CSX
|
$255K |
| 3 |
Urban Edge Properties
UE
|
$202K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$143K |
| 5 |
iShares Core Conservative Allocation ETF
AOK
|
$110K |
Top Sells
| 1 |
Patterson-UTI
PTEN
|
$236K |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$67.1K |
| 3 |
Invesco QQQ Trust
QQQ
|
$63K |
| 4 |
iShares Global Consumer Staples ETF
KXI
|
$59K |
| 5 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$54.2K |
Sector Composition
| 1 | Real Estate | 1.97% |
| 2 | Communication Services | 0.37% |
| 3 | Industrials | 0.16% |
| 4 | Energy | 0% |
