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
51
$897K 0.23%
18,074
+5,222
52
$897K 0.23%
37,386
-1,313
53
$861K 0.22%
7,687
-347
54
$783K 0.2%
7,141
-8
55
$770K 0.2%
28,848
+25,223
56
$638K 0.17%
14,599
-7,169
57
$635K 0.17%
22,976
-2,877
58
$603K 0.16%
21,785
-10,284
59
$554K 0.14%
1,948
-197
60
$536K 0.14%
2,263
61
$498K 0.13%
9,500
62
$482K 0.13%
5,399
+1
63
$468K 0.12%
5,907
64
$412K 0.11%
9,463
-12
65
$397K 0.1%
7,889
+398
66
$386K 0.1%
2,056
+1
67
$354K 0.09%
3,051
-4
68
$353K 0.09%
2,609
-272
69
$339K 0.09%
1,758
70
$310K 0.08%
5,757
-625
71
$278K 0.07%
4,387
-486
72
$267K 0.07%
3,386
-2,622
73
$266K 0.07%
1,366
-573
74
$262K 0.07%
1,783
75
$255K 0.07%
5,374
-15
1 2
3
4 5