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
101
$53.4K 0.01%
1,313
102
$52.6K 0.01%
1,249
103
$51.7K 0.01%
562
104
$47.9K 0.01%
817
+2
105
$42.3K 0.01%
218
106
$39.6K 0.01%
176
107
$34.2K 0.01%
555
108
$30.2K 0.01%
213
109
$22.9K 0.01%
112
110
$22.4K 0.01%
333
111
$21K 0.01%
37
112
$19.6K 0.01%
318
113
$15K ﹤0.01%
296
+6
114
$12.8K ﹤0.01%
423
115
$11.9K ﹤0.01%
76
116
$11.6K ﹤0.01%
+189
117
$9.76K ﹤0.01%
32
118
$8.41K ﹤0.01%
+35
119
$6.65K ﹤0.01%
140
120
$5.41K ﹤0.01%
135
-1,162
121
$4.98K ﹤0.01%
120
122
$2.79K ﹤0.01%
33
+1
123
$2.78K ﹤0.01%
+620
124
$2.4K ﹤0.01%
87
125
– –
-150
2 3 4
5
6