MIA

Milestone Investment Advisors Portfolio holdings

AUM $414M
1-Year Est. Return 12.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
-$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$3.35M
3
+$2.96M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.88M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.69M

Top Sells

1
+$11.6M
2
+$1.99M
3
+$1.36M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.25M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.26K ﹤0.01%
87
127
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128
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129
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-1,487
130
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-994
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-3,718
132
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133
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-55,787
134
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135
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136
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-620
137
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6