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MAM
Milestone Asset Management Portfolio holdings
AUM
$635M
1-Year Est. Return
22.1%
This Fund
S&P 500
This Quarter
Est. Return
+14.01%
1 Year Est. Return
+22.1%
3 Year Est. Return
+56.06%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$635M
AUM Growth
+$93M
(+17%)
Cap. Flow
+$42.5M
Cap. Flow
% of AUM
6.69%
Top 10 Holdings %
Top 10 Hldgs %
28.03%
Holding
293
New
58
Increased
110
Reduced
76
Closed
34
Top Buys
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$12.3M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$8.47M |
| 3 |
SYSB
iShares Systematic Bond ETF
SYSB
|
+$8.3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$7.97M |
| 5 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$7.24M |
Top Sells
| 1 |
PGIM Ultra Short Bond ETF
PULS
|
+$20.2M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$7.86M |
| 3 |
iShares Core Universal USD Bond ETF
IUSB
|
+$6.05M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$5.96M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$5.95M |
Sector Composition
| 1 | Technology | 12.89% |
| 2 | Healthcare | 6.74% |
| 3 | Industrials | 5.02% |
| 4 | Consumer Staples | 2.94% |
| 5 | Financials | 2.16% |
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