MAM
Milestone Asset Management Portfolio holdings
AUM
$473M
1-Year Return
15.03%
This Quarter Return
+4.55%
1 Year Return
+15.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$304M
AUM Growth
+$18.1M
(+6.3%)
Cap. Flow
+$6.21M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
86.81%
Holding
101
New
18
Increased
32
Reduced
27
Closed
15
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.55% |
| 2 | Financials | 0.68% |
| 3 | Healthcare | 0.55% |
| 4 | Communication Services | 0.47% |
| 5 | Consumer Discretionary | 0.29% |