MIA
Milestone Investment Advisors Portfolio holdings
AUM
$383M
This Quarter Return
+0.23%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$368M
AUM Growth
+$368M
(+3.1%)
Cap. Flow
+$84M
Cap. Flow
% of AUM
22.82%
Top 10 Holdings %
Top 10 Hldgs %
52.67%
Holding
133
New
6
Increased
51
Reduced
32
Closed
3
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$9.7M |
| 2 |
Avantis International Equity ETF
AVDE
|
$4.53M |
| 3 |
Invesco S&P 500 Quality ETF
SPHQ
|
$2.52M |
| 4 |
Fidelity High Dividend ETF
FDVV
|
$1.87M |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$1.21M |
Top Sells
Sector Composition
| 1 | Technology | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares ESG Screened S&P Mid-Cap ETF
XJH
$302M
| $5.02K | ﹤0.01% |
+120
| New | +$5.02K |
|
127
VanEck Semiconductor ETF
SMH
$26.6B
| $4.6K | ﹤0.01% |
19
| – | – |
|
128
Cambria Cannabis ETF
TOKE
$13.6M
| $3.18K | ﹤0.01% |
620
| – | – |
|
129
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$25.6M
| $2.3K | ﹤0.01% |
87
| – | – |
|
130
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.51B
| $1.94K | ﹤0.01% |
25
+11
| +79% | +$853 |
|
131
Fidelity Enhanced International ETF
FENI
$3.85B
| – | – |
-1,289
| Closed | -$39K |
|
132
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$444M
| – | – |
-21,610
| Closed | -$776K |
|