MIA
Milestone Investment Advisors Portfolio holdings
AUM
$383M
This Quarter Return
+9.77%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$344M
AUM Growth
+$344M
(-2.1%)
Cap. Flow
-$37.7M
Cap. Flow
% of AUM
-10.95%
Top 10 Holdings %
Top 10 Hldgs %
54.9%
Holding
450
New
7
Increased
31
Reduced
42
Closed
325
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
$7.82M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.27M |
| 3 |
Invesco S&P 500 Quality ETF
SPHQ
|
$1.58M |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$1.58M |
| 5 |
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
|
$1.09M |
Top Sells
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$4.53M |
| 2 |
Microsoft
MSFT
|
$3.86M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$3.31M |
| 4 |
Apple
AAPL
|
$2.99M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.46M |
Sector Composition
| 1 | Communication Services | 0.01% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
