MAM

Milestone Asset Management Portfolio holdings

AUM $530M
1-Year Est. Return 16.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.95M
3
+$4.93M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.93M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$4.78M

Top Sells

1
+$5.97M
2
+$5.65M
3
+$5.56M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$5.23M
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$5.17M

Sector Composition

1 Technology 1.61%
2 Financials 0.98%
3 Communication Services 0.68%
4 Healthcare 0.55%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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90
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1 2 3
4