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
76
$244K 0.06%
5,670
77
$241K 0.06%
5,930
+3
78
$240K 0.06%
5,057
-317
79
$225K 0.06%
7,051
+18
80
$220K 0.05%
3,174
+515
81
$198K 0.05%
7,869
-1,041
82
$195K 0.05%
1,000
83
$192K 0.05%
2,998
-12
84
$188K 0.05%
1,321
85
$181K 0.04%
4,000
86
$178K 0.04%
2,351
87
$149K 0.04%
1,495
88
$146K 0.04%
457
89
$146K 0.04%
1,244
90
$140K 0.03%
1,005
91
$130K 0.03%
1,076
92
$115K 0.03%
388
93
$115K 0.03%
173
94
$110K 0.03%
300
95
$100K 0.02%
2,351
+1,102
96
$92.4K 0.02%
2,170
97
$86.7K 0.02%
669
98
$85K 0.02%
3,072
-65
99
$70.7K 0.02%
3,000
100
$63.1K 0.02%
1,431
2 3
4
5 6