Long-term investor
Milestone Asset Management, LLC @milestoneassetmanagement9e_h
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964722).
Record
- Tracked since 2025-06-30 (434 days), 351 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months +4.6% · 1 year +9.1% · all +9.1%
- Max drawdown -2.4% · Sharpe 0.45 · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BUFR · 6.0% · long · since 2025-06-30
- SGOV · 4.6% · long · since 2025-12-31
- FLRN · 3.9% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- SPY · 2.3% · long · since 2025-06-30
- IVV · 2.2% · long · since 2025-06-30
- BUFD · 1.8% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30
- GOVT · 1.3% · long · since 2026-06-30
- SYSB · 1.3% · long · since 2026-06-30
- BMY · 1.3% · long · since 2025-12-31
- MSTB · 1.3% · long · since 2025-06-30