Portfolio (Quarterly)
Guide ↗
MILESTONE ASSET MANAGEMENT, LLC
· CIK 0001964722| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | QLD | PROSHARES TR | — | 3,242 | $228K | 0.04% | SOLD |
| 22 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 250 | $220K | 0.04% | SOLD |
| 23 | IYW | ISHARES TR | — | 1,066 | $213K | 0.04% | SOLD |
| 24 | OEF | ISHARES TR | — | 609 | $209K | 0.04% | SOLD |
| 25 | BB | BLACKBERRY LTD | Technology | 12,133 | $46K | 0.01% | SOLD |
Sector Allocation
Technology
40.8%
Healthcare
19.3%
Financial Services
12.5%
Consumer Defensive
6.8%
Communication Services
6.5%
Industrials
5.2%
Consumer Cyclical
4.2%
Energy
4.0%
Real Estate
0.3%
Utilities
0.3%