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
$403M
AUM Growth
+$19.2M
(+5%)
Holding
127
Top Buys
| 1 | +$1.63M | |
| 2 | +$1.39M | |
| 3 | +$937K | |
| 4 |
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
|
+$659K |
| 5 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
+$650K |
Top Sells
| 1 | +$5.86M | |
| 2 | +$780K | |
| 3 | +$624K | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$427K |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$394K |
Sector Composition
| 1 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Bitcoin Trust
IBIT
$49.8B
| – | – |
-189
|
|
||
127
Steris
STE
$24.7B
| – | – |
-35
|
|