MAM
Milestone Asset Management Portfolio holdings
AUM
$528M
1-Year Est. Return
16.04%
1 Year Est. Return
+16.04%
AUM
$473M
AUM Growth
+$4.45M
(+0.95%)
Holding
251
Top Buys
| 1 | +$31M | |
| 2 | +$9.24M | |
| 3 | +$9.21M | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$9.11M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$8.13M |
Top Sells
| 1 | +$37.5M | |
| 2 | +$31.1M | |
| 3 | +$11.4M | |
| 4 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$6.94M |
| 5 |
Philip Morris
PM
|
+$4.99M |
Sector Composition
| 1 | Technology | 12.25% |
| 2 | Industrials | 4.88% |
| 3 | Healthcare | 2.27% |
| 4 | Financials | 1.75% |
| 5 | Communication Services | 1.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Global X S&P 500 Covered Call ETF
XYLD
$3.05B
| – | – |
-8,943
|
|