MILESTONE ASSET MANAGEMENT, LLC

The portfolio consists of 269 total holdings, indicating a high degree of diversification. However, the strategy is notably fragmented, with no single asset dominating the portfolio. The largest position, BUFR, represents 6.56% of the total value, suggesting a risk-managed approach that avoids concentration risk in any single security. The firm manages a mix of individual equities and a heavy array of exchange-traded funds (ETFs), pointing toward a core-satellite or a multi-asset income strategy.

Key Holdings

The top 10 holdings account for approximately 34.8% of the total portfolio value, reflecting a balanced distribution without over-reliance on a few mega-cap stocks.