MADR

Milestones Administradora de Recursos Portfolio holdings

AUM $292M
1-Year Est. Return 17.97%
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$12.9M
3 +$5.58M
4
CVX icon
Chevron
CVX
+$4.36M
5
OXY icon
Occidental Petroleum
OXY
+$3.53M

Top Sells

1 +$15.5M
2 +$1.74M
3 +$1.69M
4
AMD icon
Advanced Micro Devices
AMD
+$1.46M

Sector Composition

1 Consumer Discretionary 31.43%
2 Technology 23.61%
3 Financials 16.06%
4 Communication Services 14.93%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$276K 0.12%
+2,000
27
$218K 0.09%
14,100
28
$90K 0.04%
333,333
29
-8,062