Instuitional Investor - Milestone Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Milestone Asset Management, Llc |
| Portfolio Value | $542,529,556 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 370,039 | $37,248,130 | 6.87% | |
| 2. | First Tr Exchng Traded Fd Vi | 1,049,887 | $35,454,684 | 6.54% | |
| 3. | Pgim Etf Tr - PGIM ULTRA SH BD | 412,856 | $20,436,402 | 3.77% | |
| 4. | AAPL | 75,991 | $19,285,919 | 3.55% | |
| 5. | Spdr Series Trust | 561,332 | $17,277,804 | 3.18% |
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