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Home > Institutional Investor > Milestone Group, Inc. > Profile

Instuitional Investor - Milestone Group, Inc.

Fund Profile
Filing Period:
Fund Name: Milestone Group, Inc.
Portfolio Value $1,376,907,858
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 483,192 $260,348,418 18.9%
2.
Vanguard Index Fds
 394,233 $161,808,853 11.75%
3.
Vanguard Index Fds
 573,448 $97,084,740 7.05%
4.
Ishares Trust
 IEF 1,337,829 $83,360,121 6.05%
5.
Ishares Trust
 IEF 224,477 $72,317,647 5.25%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)