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

Top Buys

1 +$5.03M
2 +$1.01M
3 +$914K
4
SPGI icon
S&P Global
SPGI
+$904K
5
DHR icon
Danaher
DHR
+$459K

Top Sells

1 +$10.3M
2 +$9.82M
3 +$8.62M
4
ETN icon
Eaton
ETN
+$7.8M
5
NU icon
Nu Holdings
NU
+$6.77M

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
-23,546
27
-7,000
28
-27,434
29
-266,500
30
-5,780