MIA

Milestone Investment Advisors Portfolio holdings

AUM $383M
1-Year Est. Return 10.63%
This Quarter Est. Return
1 Year Est. Return
+10.63%
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
+$3.53M
2
+$2.27M
3
+$1.68M
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$714K
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$683K

Top Sells

1
+$3.19M
2
+$1.9M
3
+$1.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.27M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.07M

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JMUB icon
51
JPMorgan Municipal ETF
JMUB
$3.77B
$897K 0.23%
18,074
+5,222
FNDB icon
52
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.02B
$897K 0.23%
37,386
-1,313
EFG icon
53
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$861K 0.22%
7,687
-347
ESGV icon
54
Vanguard ESG US Stock ETF
ESGV
$11.4B
$783K 0.2%
7,141
-8
CGMU icon
55
Capital Group Municipal Income ETF
CGMU
$4.08B
$770K 0.2%
28,848
+25,223
AIQ icon
56
Global X Artificial Intelligence & Technology ETF
AIQ
$5.46B
$638K 0.17%
14,599
-7,169
CGMS icon
57
Capital Group US Multi-Sector Income ETF
CGMS
$3.32B
$635K 0.17%
22,976
-2,877
SCHV icon
58
Schwab US Large-Cap Value ETF
SCHV
$13.9B
$603K 0.16%
21,785
-10,284
VOT icon
59
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$554K 0.14%
1,948
-197
VB icon
60
Vanguard Small-Cap ETF
VB
$67B
$536K 0.14%
2,263
XLF icon
61
Financial Select Sector SPDR Fund
XLF
$53.2B
$498K 0.13%
9,500
ESGD icon
62
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$482K 0.13%
5,399
+1
LRGE icon
63
ClearBridge Large Cap Growth Select ETF
LRGE
$441M
$468K 0.12%
5,907
EUSB icon
64
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$699M
$412K 0.11%
9,463
-12
MEAR icon
65
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.24B
$397K 0.1%
7,889
+398
ESGG icon
66
FlexShares STOXX Global ESG Select Index Fund
ESGG
$103M
$386K 0.1%
2,056
+1
DSI icon
67
iShares MSCI KLD 400 Social ETF
DSI
$4.93B
$354K 0.09%
3,051
-4
ESGU icon
68
iShares ESG Aware MSCI USA ETF
ESGU
$14.8B
$353K 0.09%
2,609
-272
VXF icon
69
Vanguard Extended Market ETF
VXF
$24.4B
$339K 0.09%
1,758
USXF icon
70
iShares ESG Advanced MSCI USA ETF
USXF
$1.19B
$310K 0.08%
5,757
-625
EFV icon
71
iShares MSCI EAFE Value ETF
EFV
$27.4B
$278K 0.07%
4,387
-486
BSV icon
72
Vanguard Short-Term Bond ETF
BSV
$39B
$267K 0.07%
3,386
-2,622
VBR icon
73
Vanguard Small-Cap Value ETF
VBR
$30.9B
$266K 0.07%
1,366
-573
ESG icon
74
FlexShares STOXX US ESG Select Index Fund
ESG
$130M
$262K 0.07%
1,783
HYXF icon
75
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$186M
$255K 0.07%
5,374
-15
1 2
3
4 5