MAM
Milestone Asset Management Portfolio holdings
AUM
$473M
1-Year Return
15.03%
This Quarter Return
+5.68%
1 Year Return
+15.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$350M
AUM Growth
+$46M
(+15%)
Cap. Flow
+$34.2M
Cap. Flow
% of AUM
9.77%
Top 10 Holdings %
Top 10 Hldgs %
40.22%
Holding
175
New
89
Increased
38
Reduced
36
Closed
7
Top Buys
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
$18.5M |
| 2 |
FT Vest US Equity Moderate Buffer ETF January
GJAN
|
$16.2M |
| 3 |
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
|
$10.5M |
| 4 |
Microsoft
MSFT
|
$8.43M |
| 5 |
Apple
AAPL
|
$6.52M |
Top Sells
Sector Composition
| 1 | Technology | 13.06% |
| 2 | Financials | 4.15% |
| 3 | Healthcare | 3.92% |
| 4 | Industrials | 2.17% |
| 5 | Consumer Staples | 2.16% |
