MIA
Milestone Investment Advisors Portfolio holdings
AUM
$413M
1-Year Est. Return
12.34%
This Fund
S&P 500
1 Year Est. Return
+12.34%
AUM
$413M
AUM Growth
+$10.5M
(+2.6%)
Holding
133
Top Buys
| 1 | +$1.35M | |
| 2 | +$911K | |
| 3 | +$867K | |
| 4 |
Avantis International Equity ETF
AVDE
|
+$679K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$672K |
Top Sells
| 1 | +$1.47M | |
| 2 | +$689K | |
| 3 | +$596K | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$383K |
| 5 |
Vanguard Growth ETF
VUG
|
+$319K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares High Yield Systematic Bond ETF
HYDB
$1.68B
| $6.63K | ﹤0.01% |
140
|
|
||
127
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$275M
| $6K | ﹤0.01% |
135
|
|
||
128
ARK Israel Innovative Technology ETF
IZRL
$128M
| $5.56K | ﹤0.01% |
186
|
|
||
129
iShares ESG Screened S&P Mid-Cap ETF
XJH
$365M
| $5.36K | ﹤0.01% |
120
|
|
||
|
EUAD
130
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.45B
| $4.99K | ﹤0.01% |
+118
|
|
||
131
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.91B
| $4.5K | ﹤0.01% |
50
+8
|
|
||
132
Cambria Cannabis ETF
TOKE
$19.7M
| $3.82K | ﹤0.01% |
620
|
|
||
133
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$49.2M
| $2.59K | ﹤0.01% |
87
|
|