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
$3.02B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$40.7M
3
+$1.24M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$962K

Top Sells

1
+$16.3M
2
+$4.86M
3
+$347K
4
ZTS icon
Zoetis
ZTS
+$178K

Sector Composition

1 Technology 38.07%
2 Communication Services 20.73%
3 Healthcare 14.34%
4 Financials 11.74%
5 Consumer Discretionary 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$209K 0.01%
2,890
27
– –
-430,799
28
– –
-2,425
1
2