Instuitional Investor - Milestone Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Milestone Asset Management, Llc |
| Portfolio Value | $636,037,989 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchng Traded Fd Vi - FT LADD BUFF ETF | 1,040,780 | $38,019,693 | 5.98% | |
| 2. | Ishares Tr | 291,854 | $29,381,074 | 4.62% | |
| 3. | Spdr Series Trust - ST STR RATE ETF | 796,500 | $24,572,027 | 3.86% | |
| 4. | AAPL | 66,053 | $19,113,357 | 3.01% | |
| 5. | IEF | 18,751 | $14,042,987 | 2.21% |
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