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
251
$21.4K 0.01%
+621
252
$20.9K 0.01%
+2,205
253
$20.9K 0.01%
+423
254
$20.4K 0.01%
+370
255
$19.7K 0.01%
+887
256
$19.7K 0.01%
+310
257
$18.9K 0.01%
+700
258
$18.7K 0.01%
+1,000
259
$18.5K 0.01%
550
-2,853
260
$18.4K 0.01%
+473
261
$17.9K 0.01%
+189
262
$17.7K 0.01%
+519
263
$17.7K 0.01%
+100
264
$17.4K 0.01%
112
265
$17.3K ﹤0.01%
+168
266
$17.2K ﹤0.01%
+294
267
$16.9K ﹤0.01%
361
268
$16.8K ﹤0.01%
342
269
$16K ﹤0.01%
+214
270
$16K ﹤0.01%
+65
271
$15.7K ﹤0.01%
333
272
$14.9K ﹤0.01%
+67
273
$14.7K ﹤0.01%
+52
274
$14.3K ﹤0.01%
+188
275
$14.3K ﹤0.01%
+401
9 10
11
12 13