MAMG
Milestone Asset Management Group Portfolio holdings
AUM
$135M
This Quarter Return
+4.35%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.54%
Holding
95
New
95
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$5.94M |
| 2 |
Apple
AAPL
|
$4.94M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$4.55M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.2M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$3.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.08% |
| 2 | Communication Services | 6.52% |
| 3 | Industrials | 3.47% |
| 4 | Consumer Discretionary | 2.96% |
| 5 | Financials | 1.84% |
