MIA
Milestone Investment Advisors Portfolio holdings
AUM
$383M
This Quarter Return
-2.42%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$360M
AUM Growth
+$360M
(-2.1%)
Cap. Flow
+$2.92M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
48.79%
Holding
137
New
7
Increased
35
Reduced
45
Closed
11
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$7.85M |
| 2 |
Fidelity Enhanced Small Cap ETF
FESM
|
$3.08M |
| 3 |
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
|
$2.96M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.89M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.68M |
Top Sells
| 1 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$10.9M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.82M |
| 3 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$1.37M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.15M |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
$1.05M |
Sector Composition
| 1 | Technology | 0% |
