MIA

Milestone Investment Advisors Portfolio holdings

AUM $414M
1-Year Est. Return 12.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.39M
3
+$937K
4
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$659K
5
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$650K

Top Sells

1
+$5.86M
2
+$780K
3
+$624K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$427K
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$394K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.18M 1.29%
27,319
-234
27
$4.72M 1.17%
14,393
+507
28
$4.63M 1.15%
48,715
-19
29
$4.55M 1.13%
36,104
+191
30
$4.54M 1.13%
95,445
+4,010
31
$3.7M 0.92%
19,849
-29
32
$3.58M 0.89%
85,281
-237
33
$3.58M 0.89%
142,479
+1,511
34
$3.52M 0.88%
79,728
-9,125
35
$3.51M 0.87%
63,973
-75
36
$3.43M 0.85%
46,627
-139
37
$2.9M 0.72%
25,526
-1,690
38
$2.86M 0.71%
27,266
-6,061
39
$2.45M 0.61%
26,130
+1,469
40
$1.95M 0.49%
38,646
+6,169
41
$1.75M 0.43%
12,870
+425
42
$1.67M 0.41%
27,692
-2,638
43
$1.64M 0.41%
30,589
+509
44
$1.58M 0.39%
26,351
+2,559
45
$1.56M 0.39%
55,772
46
$1.53M 0.38%
8,572
-395
47
$1.38M 0.34%
11,586
-85
48
$1.15M 0.29%
15,642
+104
49
$1.04M 0.26%
7,182
-143
50
$914K 0.23%
8,029
+342
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