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
$324M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Sells

1 +$6.23M
2 +$6.13M
3 +$5.99M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$495K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$288K

Sector Composition

1 Technology 2.87%
2 Healthcare 1.53%
3 Financials 1.18%
4 Industrials 0.82%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$25.7K 0.01%
310
252
$25.5K 0.01%
345
+288
253
$25.2K 0.01%
176
254
$24.9K 0.01%
162
255
$24.3K 0.01%
+200
256
$22.9K 0.01%
+671
257
$22.8K 0.01%
+700
258
$22.8K 0.01%
+640
259
$22.6K 0.01%
+2,048
260
$22.4K 0.01%
+431
261
$20.8K 0.01%
+519
262
$20.7K 0.01%
+68
263
$20.5K 0.01%
+502
264
$20K 0.01%
+1,900
265
$19.9K 0.01%
+641
266
$19.5K 0.01%
+96
267
$19.4K 0.01%
+100
268
$18.5K 0.01%
+203
269
$17.9K 0.01%
+100
270
$17.9K 0.01%
342
271
$17.8K 0.01%
+214
272
$17.4K 0.01%
+205
273
$17.1K 0.01%
+500
274
$16.9K 0.01%
+370
275
$16.7K 0.01%
361