MIA
Milestone Investment Advisors Portfolio holdings
AUM
$403M
1-Year Est. Return
10.93%
1 Year Est. Return
+10.93%
AUM
$383M
AUM Growth
+$23.1M
(+6.4%)
Holding
129
Top Buys
| 1 | +$3.53M | |
| 2 | +$2.27M | |
| 3 | +$1.68M | |
| 4 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
+$714K |
| 5 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$683K |
Top Sells
| 1 | +$3.19M | |
| 2 | +$1.9M | |
| 3 | +$1.37M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.27M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.07M |
Sector Composition
| 1 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$201M
| – | – |
-178
|
|
||
127
iShares 7-10 Year Treasury Bond ETF
IEF
$46.1B
| – | – |
-135
|
|
||
128
iShares Core MSCI Emerging Markets ETF
IEMG
$128B
| – | – |
-735
|
|
||
129
Vanguard Consumer Staples ETF
VDC
$7.65B
| – | – |
-28
|
|