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Home > Institutional Investor > Milestone Asset Management, Llc > Profile

Instuitional Investor - Milestone Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Milestone Asset Management, Llc
Portfolio Value $454,044,317
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 1,074,255 $32,732,550 7.2%
2.
Spdr Ser Tr
 187,525 $17,145,543 3.77%
3.
Rbb Fd Inc
 302,048 $15,113,067 3.32%
4.
Apple Inc.
 AAPL 59,931 $15,008,072 3.3%
5.
Spdr S & P 500 Etf Trust
 SPY 20,829 $12,207,757 2.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)