MIA

Milestone Investment Advisors Portfolio holdings

AUM $403M
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$4.53M
3
+$2.52M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$1.87M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.21M

Top Sells

1
+$7.58M
2
+$4.09M
3
+$1.79M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.58M
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$776K

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.53M 1.23%
+73,790
27
$4.23M 1.15%
47,608
-234
28
$3.76M 1.02%
38,242
+3,620
29
$3.72M 1.01%
36,402
+2,974
30
$3.44M 0.93%
20,300
+64
31
$3.37M 0.92%
70,043
-452
32
$3.3M 0.9%
47,084
-1,121
33
$3.27M 0.89%
31,196
-3,715
34
$3.24M 0.88%
175,172
-11,092
35
$3.06M 0.83%
127,129
+39,455
36
$2.98M 0.81%
118,719
-5,269
37
$2.45M 0.66%
45,121
-33,042
38
$2.43M 0.66%
68,782
+4,693
39
$2.21M 0.6%
26,594
+417
40
$2.16M 0.59%
18,730
-105
41
$1.82M 0.49%
14,936
-71
42
$1.7M 0.46%
10,278
+4,826
43
$1.67M 0.45%
64,659
+5,759
44
$1.21M 0.33%
51,834
-1,932
45
$1.12M 0.31%
11,595
-575
46
$971K 0.26%
20,305
-610
47
$965K 0.26%
3,655
+1,179
48
$911K 0.25%
6,890
+160
49
$876K 0.24%
22,682
+653
50
$846K 0.23%
14,349
+4,157
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