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
101
$68.2K 0.02%
3,000
102
$55.3K 0.02%
608
103
$54.6K 0.01%
1,313
104
$50.5K 0.01%
175
105
$48.8K 0.01%
+994
106
$45.9K 0.01%
+812
107
$43.7K 0.01%
1,249
108
$37.4K 0.01%
176
109
$31.8K 0.01%
555
110
$25.6K 0.01%
50
111
$23.6K 0.01%
34
112
$21.9K 0.01%
112
113
$21.3K 0.01%
333
114
$20.8K 0.01%
+342
115
$19.9K 0.01%
37
116
$13.4K ﹤0.01%
145
117
$12.6K ﹤0.01%
290
118
$12.4K ﹤0.01%
76
119
$11.3K ﹤0.01%
423
-4,108
120
$10.7K ﹤0.01%
177
121
$8.52K ﹤0.01%
150
122
$7.75K ﹤0.01%
32
123
$6.58K ﹤0.01%
140
124
$5.92K ﹤0.01%
28
125
$5.48K ﹤0.01%
74
2 3 4
5
6