MAM
Milestone Asset Management Portfolio holdings
AUM
$543M
1-Year Est. Return
16.12%
This Fund
S&P 500
1 Year Est. Return
+16.12%
AUM
$543M
AUM Growth
+$12.4M
(+2.3%)
Holding
260
Top Buys
| 1 | +$20.4M | |
| 2 | +$7M | |
| 3 | +$6.73M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$6.12M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$6.11M |
Top Sells
| 1 | +$17.5M | |
| 2 | +$8.92M | |
| 3 | +$7.59M | |
| 4 |
JPMorgan Chase
JPM
|
+$7.26M |
| 5 |
Palantir
PLTR
|
+$6.55M |
Sector Composition
| 1 | Technology | 14.15% |
| 2 | Healthcare | 6.84% |
| 3 | Consumer Staples | 2.33% |
| 4 | Communication Services | 2.19% |
| 5 | Financials | 2.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Kimberly-Clark
KMB
$32.5B
| – | – |
-10,867
|
|
||
252
KLA
KLAC
$227B
| – | – |
-467
|
|
||
253
Kraft Heinz
KHC
$26.7B
| – | – |
-45,942
|
|
||
254
iShares US Technology ETF
IYW
$20B
| – | – |
-1,066
|
|
||
255
Robinhood
HOOD
$78.2B
| – | – |
-3,036
|
|
||
256
Goldman Sachs
GS
$265B
| – | – |
-250
|
|
||
257
Cognizant
CTSH
$28.9B
| – | – |
-8,330
|
|
||
258
Vanguard Long-Term Bond ETF
BLV
$5.97B
| – | – |
-12,241
|
|
||
259
Bridges Capital Tactical ETF
BDGS
$42.6M
| – | – |
-17,770
|
|
||
260
BlackBerry
BB
$2.76B
| – | – |
-12,133
|
|