MAMG
Milestone Asset Management Group Portfolio holdings
AUM
$159M
1-Year Est. Return
25.48%
1 Year Est. Return
+25.48%
AUM
$159M
AUM Growth
+$23.9M
(+18%)
Holding
114
Top Buys
| 1 | +$1.22M | |
| 2 | +$1.14M | |
| 3 | +$1.11M | |
| 4 |
Factset
FDS
|
+$550K |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$549K |
Top Sells
| 1 | +$85.2K | |
| 2 | +$76K | |
| 3 | +$62.4K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$47.3K |
| 5 |
Home Depot
HD
|
+$28.8K |
Sector Composition
| 1 | Technology | 9.8% |
| 2 | Financials | 8.03% |
| 3 | Communication Services | 5.58% |
| 4 | Industrials | 3.05% |
| 5 | Consumer Discretionary | 2.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.79B
| $259K | 0.16% |
8,250
+37
|
|
||
102
Dimensional US Core Equity 2 ETF
DFAC
$39.6B
| $257K | 0.16% |
6,672
+258
|
|
||
103
Global X Data Center & Digital Infrastructure ETF
DTCR
$622M
| $252K | 0.16% |
12,310
+2,168
|
|
||
104
iShares Core High Dividend ETF
HDV
$11.7B
| $248K | 0.16% |
2,029
-8
|
|
||
105
Cigna
CI
$73.1B
| $248K | 0.16% |
+862
|
|
||
106
State Street Industrial Select Sector SPDR ETF
XLI
$23.9B
| $239K | 0.15% |
1,549
+5
|
|
||
107
Travelers Companies
TRV
$64.8B
| $233K | 0.15% |
834
+4
|
|
||
|
BTC
108
Grayscale Bitcoin Mini Trust ETF
BTC
$3.73B
| $229K | 0.14% |
4,528
|
|
||
109
Cisco
CSCO
$300B
| $227K | 0.14% |
3,315
+3
|
|
||
110
State Street Financial Select Sector SPDR ETF
XLF
$51.9B
| $225K | 0.14% |
4,169
-23
|
|
||
111
iShares Expanded Tech Sector ETF
IGM
$8.94B
| $221K | 0.14% |
+1,752
|
|
||
|
112
Home Depot
HD
$356B
| $217K | 0.14% |
535
-71
|
|
||
113
iShares Global Utilities ETF
JXI
$261M
| $214K | 0.13% |
+2,750
|
|
||
114
iShares Semiconductor ETF
SOXX
$16.7B
| $210K | 0.13% |
+773
|
|