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
76
$246K 0.06%
7,033
77
$227K 0.06%
5,670
-54
78
$226K 0.06%
5,927
+2
79
$223K 0.06%
8,910
80
$191K 0.05%
3,010
+640
81
$183K 0.05%
1,321
-94
82
$183K 0.05%
1,000
83
$175K 0.05%
2,351
84
$174K 0.05%
2,659
+1
85
$169K 0.04%
4,000
86
$140K 0.04%
1,495
-781
87
$135K 0.04%
1,005
-276
88
$132K 0.03%
311
89
$131K 0.03%
457
90
$118K 0.03%
1,076
91
$115K 0.03%
2,750
+396
92
$107K 0.03%
388
-353
93
$107K 0.03%
173
94
$102K 0.03%
300
95
$86.8K 0.02%
3,137
-200
96
$85.8K 0.02%
2,170
97
$82.6K 0.02%
669
98
$69.7K 0.02%
3,000
99
$58.3K 0.02%
1,431
-1,845
100
$55.3K 0.01%
608
2 3
4
5 6