MAS
Madden Advisory Services Portfolio holdings
AUM
$235M
This Quarter Return
-4.56%
1 Year Return
+11.95%
3 Year Return
+46.35%
5 Year Return
+72.84%
10 Year Return
+141.54%
AUM
$147M
AUM Growth
+$147M
(-3.4%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
11.73%
Top 10 Holdings %
Top 10 Hldgs %
57.14%
Holding
74
New
–
Increased
40
Reduced
14
Closed
1
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$9.66M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$2.55M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.9M |
| 4 |
Schwab US REIT ETF
SCHH
|
$1.07M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$426K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$219K |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$205K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$44.2K |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$23.7K |
| 5 |
SPDR NYSE Technology ETF
XNTK
|
$19.8K |
Sector Composition
| 1 | Real Estate | 0.51% |
| 2 | Technology | 0.5% |
| 3 | Communication Services | 0.24% |
| 4 | Healthcare | 0.17% |
| 5 | Consumer Discretionary | 0.15% |
