MAMG
Milestone Asset Management Group Portfolio holdings
AUM
$177M
1-Year Est. Return
21.06%
This Fund
S&P 500
1 Year Est. Return
+21.06%
AUM
$177M
AUM Growth
+$18.2M
(+11%)
Holding
132
Top Buys
| 1 | +$1.34M | |
| 2 | +$1.02M | |
| 3 | +$891K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$795K |
| 5 |
NVIDIA
NVDA
|
+$654K |
Top Sells
| 1 | +$315K | |
| 2 | +$304K | |
| 3 | +$229K | |
| 4 |
Verizon
VZ
|
+$140K |
| 5 |
GLXY
Galaxy Digital Inc
GLXY
|
+$85.5K |
Sector Composition
| 1 | Technology | 10.1% |
| 2 | Financials | 5.71% |
| 3 | Communication Services | 5.56% |
| 4 | Industrials | 4.07% |
| 5 | Consumer Discretionary | 2.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.36B
| $202K | 0.11% |
+3,156
|
|
||
127
Constellation Energy
CEG
$118B
| $201K | 0.11% |
+569
|
|
||
128
Micron Technology
MU
$464B
| $201K | 0.11% |
+704
|
|
||
129
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.37B
| $197K | 0.11% |
+12,840
|
|
||
130
Comcast
CMCSA
$111B
| – | – |
-9,660
|
|
||
|
BTC
131
Grayscale Bitcoin Mini Trust ETF
BTC
$3.02B
| – | – |
-4,528
|
|
||
|
BMNR
132
BitMine Immersion Technologies
BMNR
$9.28B
| – | – |
-6,056
|
|