MAM

Milestone Asset Management Portfolio holdings

AUM $543M
1-Year Est. Return 16.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$7.34M
3
+$7.33M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$7.31M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$7.14M

Top Sells

1
+$14.7M
2
+$14.3M
3
+$14M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$9.37M
5
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$6.3M

Sector Composition

1 Technology 16.13%
2 Financials 4.75%
3 Consumer Discretionary 3.88%
4 Communication Services 3.45%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
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