MRG

Milestone Resources Group Portfolio holdings

AUM $2.04B
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.92B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.91M
3
+$567K
4
META icon
Meta Platforms (Facebook)
META
+$532K

Top Sells

1
+$147M
2
+$409K
3
+$268K

Sector Composition

1 Technology 38.18%
2 Communication Services 20.04%
3 Financials 16.64%
4 Healthcare 15.06%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$214K 0.01%
2,010
27
– –
-423,914
1
2