MPIAL
Milestones Private Investment Advisors LLC Portfolio holdings
AUM
$135M
This Quarter Return
+7.94%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.25%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Utilities AlphaDEX Fund
FXU
|
+$5.39M |
| 2 |
VanEck Semiconductor ETF
SMH
|
+$5.26M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
+$5.08M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$4.74M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$3.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.02% |
| 2 | Healthcare | 1.85% |
| 3 | Financials | 1.8% |
| 4 | Consumer Staples | 1.48% |
| 5 | Communication Services | 1.46% |
