MAM
Milestone Asset Management Portfolio holdings
AUM
$528M
1-Year Est. Return
16.04%
1 Year Est. Return
+16.04%
AUM
$528M
AUM Growth
+$54.8M
(+12%)
Holding
256
Top Buys
| 1 | +$20.9M | |
| 2 | +$18.8M | |
| 3 | +$16M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$12M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$11.9M |
Top Sells
| 1 | +$32.2M | |
| 2 | +$17M | |
| 3 | +$9.56M | |
| 4 |
US Treasury 6 Month Bill ETF
XBIL
|
+$9.25M |
| 5 |
SPDR Gold Trust
GLD
|
+$5.65M |
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 in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Penumbra
PEN
$11.4B
| – | – |
-790
|
|
||
252
Quanta Services
PWR
$67.4B
| – | – |
-10,074
|
|
||
253
Schwab US Aggregate Bond ETF
SCHZ
$9.33B
| – | – |
-69,406
|
|
||
254
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.07B
| – | – |
-62,925
|
|
||
255
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$238M
| – | – |
-44,802
|
|
||
256
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
| – | – |
-11,175
|
|