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
51
$897K 0.22%
34,863
-2,523
52
$841K 0.21%
7,101
-40
53
$703K 0.17%
14,227
-372
54
$634K 0.16%
21,785
55
$628K 0.16%
22,622
-354
56
$624K 0.16%
12,359
-5,715
57
$575K 0.14%
2,263
58
$571K 0.14%
1,943
-5
59
$524K 0.13%
11,967
+9,217
60
$512K 0.13%
9,500
61
$502K 0.12%
5,399
62
$492K 0.12%
5,907
63
$487K 0.12%
17,848
-11,000
64
$452K 0.11%
10,290
+827
65
$406K 0.1%
2,056
66
$384K 0.1%
3,049
-2
67
$380K 0.09%
2,610
+1
68
$368K 0.09%
1,758
69
$365K 0.09%
7,223
-666
70
$330K 0.08%
5,752
-5
71
$298K 0.07%
4,387
72
$285K 0.07%
1,366
73
$275K 0.07%
1,783
74
$267K 0.07%
3,379
-7
75
$252K 0.06%
3,881
-91,706
1 2
3
4 5