MIA
Milestone Investment Advisors Portfolio holdings
AUM
$383M
This Quarter Return
+5.11%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$357M
AUM Growth
+$357M
(-5.1%)
Cap. Flow
-$38.1M
Cap. Flow
% of AUM
-10.68%
Top 10 Holdings %
Top 10 Hldgs %
54.1%
Holding
135
New
3
Increased
36
Reduced
44
Closed
8
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
$4.21M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2M |
| 3 |
Fidelity High Dividend ETF
FDVV
|
$1.48M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.26M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
$730K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$21.8M |
| 2 |
Invesco S&P 500 Quality ETF
SPHQ
|
$5.79M |
| 3 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$5.12M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$4.24M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$3.47M |
Sector Composition
| 1 | Technology | 0.01% |
