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
$528M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$18.1M
3
+$16M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.5M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11.5M

Top Sells

1
+$32.2M
2
+$16.9M
3
+$9.54M
4
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$9.23M
5
GLD icon
SPDR Gold Trust
GLD
+$5.06M

Sector Composition

1 Technology 11.2%
2 Financials 4.96%
3 Healthcare 3.6%
4 Consumer Discretionary 2.3%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
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