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
276
$14K ﹤0.01%
+100
277
$13.8K ﹤0.01%
+1,398
278
$13.6K ﹤0.01%
+105
279
$13.4K ﹤0.01%
+402
280
$13.4K ﹤0.01%
34
-32
281
$13.2K ﹤0.01%
700
282
$12.9K ﹤0.01%
+200
283
$12.7K ﹤0.01%
+117
284
$12.5K ﹤0.01%
+200
285
$12.3K ﹤0.01%
+246
286
$12.2K ﹤0.01%
+113
287
$12.1K ﹤0.01%
300
288
$12K ﹤0.01%
+1,900
289
$11.8K ﹤0.01%
174
290
$11.3K ﹤0.01%
+129
291
$10.6K ﹤0.01%
+28
292
$10.5K ﹤0.01%
+255
293
$10.3K ﹤0.01%
76
294
$10.3K ﹤0.01%
+1,000
295
$9.73K ﹤0.01%
300
296
$9.55K ﹤0.01%
+67
297
$9.53K ﹤0.01%
+180
298
$9.34K ﹤0.01%
+145
299
$9.22K ﹤0.01%
+87
300
$9.14K ﹤0.01%
+225
10 11
12
13 14