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
51
$836K 0.23%
32,069
+923
52
$765K 0.21%
7,290
+166
53
$748K 0.2%
+23,111
54
$744K 0.2%
27,283
+3,580
55
$730K 0.2%
14,652
+3,575
56
$635K 0.17%
55,787
-28,152
57
$554K 0.15%
2,182
-20
58
$544K 0.15%
2,263
59
$494K 0.13%
9,856
+48
60
$459K 0.12%
9,500
-201
61
$445K 0.12%
5,907
62
$435K 0.12%
2,193
-48
63
$402K 0.11%
5,200
-20
64
$374K 0.1%
7,491
+499
65
$372K 0.1%
4,890
+1
66
$371K 0.1%
2,879
+2
67
$360K 0.1%
8,479
+5,360
68
$345K 0.09%
2,055
+1
69
$337K 0.09%
3,057
-5
70
$337K 0.09%
6,776
-10
71
$334K 0.09%
1,758
72
$279K 0.08%
5,320
-399
73
$279K 0.08%
8,483
+848
74
$249K 0.07%
5,393
+1,354
75
$246K 0.07%
1,783
1 2
3
4 5