MS
Madison Scottsdale Portfolio holdings
AUM
$109M
This Quarter Return
+1.93%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.44%
Holding
100
New
100
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$27.7M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$19.5M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$18.6M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$15.7M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 2.19% |
| 2 | Healthcare | 2.14% |
| 3 | Technology | 1.75% |
| 4 | Financials | 1.65% |
| 5 | Consumer Staples | 1.18% |
