MIA

Milestone Investment Advisors Portfolio holdings

AUM $403M
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$3.86M
3
+$2.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.87M

Top Sells

1
+$3.88M
2
+$2.26M
3
+$2.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$360K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$332K

Sector Composition

1 Technology 2.85%
2 Healthcare 1.4%
3 Financials 1.13%
4 Industrials 0.71%
5 Consumer Staples 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35.9K 0.01%
+460
227
$35.8K 0.01%
+361
228
$34.4K 0.01%
+349
229
$34.1K 0.01%
+1,011
230
$34K 0.01%
688
-96
231
$33.4K 0.01%
485
232
$33.1K 0.01%
+81
233
$30.5K 0.01%
+352
234
$30.4K 0.01%
+334
235
$29.5K 0.01%
+91
236
$29.5K 0.01%
+504
237
$29.1K 0.01%
1,110
238
$27.9K 0.01%
+193
239
$27.5K 0.01%
+2,535
240
$27.4K 0.01%
+2,205
241
$27.1K 0.01%
+467
242
$27K 0.01%
+70
243
$26.7K 0.01%
176
244
$26.5K 0.01%
+671
245
$25.2K 0.01%
457
+2
246
$23.5K 0.01%
+606
247
$23.2K 0.01%
+640
248
$23K 0.01%
+207
249
$22.5K 0.01%
+96
250
$22.4K 0.01%
310
+1
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