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
$197M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$1.21M
3
+$934K
4
SPGI icon
S&P Global
SPGI
+$921K
5
DHR icon
Danaher
DHR
+$492K

Top Sells

1
+$9.93M
2
+$9.62M
3
+$8.69M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.97M
5
ETN icon
Eaton
ETN
+$7.8M

Sector Composition

1 Consumer Discretionary 29.81%
2 Technology 26.74%
3 Financials 13.11%
4 Communication Services 9.72%
5 Energy 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-59,250
27
– –
-23,546
28
– –
-7,000
29
– –
-27,434
30
– –
-266,500
1
2