MAMG
Milestone Asset Management Group Portfolio holdings
AUM
$135M
1 Year Est. Return
–
AUM
$135M
AUM Growth
+$24.4M
(+22%)
Holding
103
Top Buys
| 1 | +$5.97M | |
| 2 | +$495K | |
| 3 | +$386K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$371K |
| 5 |
BlackRock Flexible Income ETF
BINC
|
+$311K |
Top Sells
| 1 | +$523K | |
| 2 | +$390K | |
| 3 | +$342K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$210K |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$147K |
Sector Composition
| 1 | Technology | 10.1% |
| 2 | Financials | 6.13% |
| 3 | Communication Services | 5.84% |
| 4 | Industrials | 3.38% |
| 5 | Consumer Discretionary | 2.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BTC
101
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
| $216K | 0.16% |
+4,528
|
|
||
102
Global X Data Center & Digital Infrastructure ETF
DTCR
$489M
| $189K | 0.14% |
+10,142
|
|
||
103
Hartford Financial Services
HIG
$35B
| – | – |
-3,151
|
|