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
$136M
AUM Growth
-$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M

Top Sells

1 +$7.33M

Sector Composition

1 Technology 36.09%
2 Consumer Discretionary 24.84%
3 Communication Services 19.67%
4 Consumer Staples 13.87%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$49M 36.09%
155,310
-23,220
2
$26.5M 19.52%
202,725
3
$22.6M 16.62%
177,655
4
$18.8M 13.87%
2,000,000
5
$11.2M 8.22%
8,807
+1,205
6
$3.91M 2.87%
7,717
7
$1.87M 1.37%
8,110
8
$1.45M 1.07%
3,899
9
$299K 0.22%
333,333
10
$194K 0.14%
14,100