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
76
$243K 0.07%
7,314
+82
77
$219K 0.06%
6,024
-14
78
$216K 0.06%
8,910
79
$208K 0.06%
741
80
$195K 0.05%
2,276
+1,743
81
$179K 0.05%
1,415
82
$178K 0.05%
1,000
83
$176K 0.05%
1,281
84
$161K 0.04%
4,000
85
$152K 0.04%
2,351
-12
86
$148K 0.04%
2,381
+1,279
87
$138K 0.04%
3,300
88
$112K 0.03%
1,967
-22
89
$109K 0.03%
1,076
90
$108K 0.03%
4,597
-9,773
91
$107K 0.03%
1,487
+1,157
92
$97.6K 0.03%
3,625
93
$96.6K 0.03%
300
94
$93.8K 0.03%
3,718
-162,264
95
$89.3K 0.02%
2,170
96
$89.1K 0.02%
152
97
$83.6K 0.02%
669
98
$82.3K 0.02%
695
-3,602
99
$81.1K 0.02%
2,060
100
$78.8K 0.02%
1,992
-1,180
2 3
4
5 6