MADR

Milestones Administradora de Recursos Portfolio holdings

AUM $303M
1-Year Est. Return 32.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.71%
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
+$19M
2
+$11.6M
3
+$4.87M
4
CVX icon
Chevron
CVX
+$4.44M
5
STNE icon
StoneCo
STNE
+$3.93M

Top Sells

1
+$14.3M
2
+$1.8M
3
+$1.62M
4
AMD icon
Advanced Micro Devices
AMD
+$1.46M
5
GE icon
GE Aerospace
GE
+$520K

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
30
– –
-3,715
1
2