MIA

Milestone Investment Advisors Portfolio holdings

AUM $413M
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.26M
3
+$1.68M
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$707K
5
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$670K

Top Sells

1
+$2.95M
2
+$1.72M
3
+$1.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$988K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.57M 1.19%
48,734
-16
27
$4.37M 1.14%
136,663
+9,003
28
$4.34M 1.13%
91,435
-1,246
29
$4.22M 1.1%
13,886
-4
30
$4.03M 1.05%
35,913
+2,863
31
$3.84M 1%
88,853
+527
32
$3.53M 0.92%
140,968
+10,835
33
$3.51M 0.92%
19,878
-41
34
$3.49M 0.91%
157,811
-7,289
35
$3.41M 0.89%
46,766
-12
36
$3.38M 0.88%
85,518
-7,490
37
$3.27M 0.85%
33,327
-13,925
38
$3.26M 0.85%
64,048
-4,317
39
$2.93M 0.76%
27,216
-1,486
40
$2.17M 0.57%
24,661
41
$1.75M 0.46%
30,330
-10,701
42
$1.63M 0.43%
32,477
+8,517
43
$1.58M 0.41%
12,445
-1,916
44
$1.57M 0.41%
8,967
-431
45
$1.45M 0.38%
30,080
+14,156
46
$1.41M 0.37%
55,772
-8,510
47
$1.36M 0.35%
23,792
+2,375
48
$1.28M 0.33%
11,671
-3,817
49
$1.07M 0.28%
15,538
+284
50
$927K 0.24%
7,325
-777
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