MIA

Milestone Investment Advisors Portfolio holdings

AUM $413M
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.26M
3
+$1.68M
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$707K
5
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$670K

Top Sells

1
+$2.95M
2
+$1.72M
3
+$1.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$988K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38M 9.91%
532,920
-12,073
2
$30.6M 7.98%
1,047,007
-65,156
3
$25.3M 6.61%
1,036,958
-43,680
4
$18.5M 4.83%
42,195
-2,896
5
$16.6M 4.33%
319,085
+9,163
6
$13.6M 3.54%
570,127
-15,102
7
$11.1M 2.89%
242,369
+3,067
8
$10.6M 2.76%
224,499
-5,865
9
$10.3M 2.69%
77,219
-3,357
10
$10.3M 2.68%
104,009
+35,762
11
$9.61M 2.51%
342,460
-32,666
12
$9.46M 2.47%
188,015
+33,354
13
$9.43M 2.46%
33,684
-328
14
$9.05M 2.36%
14,579
-5,132
15
$8.98M 2.34%
356,898
+28,358
16
$8.68M 2.26%
109,203
+7,599
17
$8.27M 2.16%
339,194
+93,212
18
$8.15M 2.13%
332,021
+2,605
19
$7.24M 1.89%
97,802
+6,004
20
$6.53M 1.7%
246,259
-9,890
21
$5.98M 1.56%
95,587
-2,772
22
$5.87M 1.53%
75,877
+4,854
23
$5.71M 1.49%
45,084
-2,890
24
$5.67M 1.48%
22,996
-2,164
25
$5.01M 1.31%
27,553
-1,310
1
2 3 4 5