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
126
$5.02K ﹤0.01%
+120
127
$4.6K ﹤0.01%
19
128
$3.18K ﹤0.01%
620
129
$2.3K ﹤0.01%
87
130
$1.94K ﹤0.01%
25
+11
131
– –
-1,289
132
– –
-21,610
2 3 4 5
6