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
326
$5.29K ﹤0.01%
+78
327
$5.16K ﹤0.01%
+100
328
$5.06K ﹤0.01%
+42
329
$4.92K ﹤0.01%
27
330
$4.92K ﹤0.01%
+50
331
$4.7K ﹤0.01%
88
332
$4.18K ﹤0.01%
130
333
$4.15K ﹤0.01%
+50
334
$4.04K ﹤0.01%
68
335
$3.95K ﹤0.01%
+20
336
$3.76K ﹤0.01%
+23
337
$3.71K ﹤0.01%
+52
338
$3.71K ﹤0.01%
+42
339
$3.58K ﹤0.01%
620
340
$3.12K ﹤0.01%
+47
341
$3.04K ﹤0.01%
+13
342
$3.04K ﹤0.01%
+52
343
$3K ﹤0.01%
+18
344
$2.9K ﹤0.01%
+13
345
$2.84K ﹤0.01%
+26
346
$2.79K ﹤0.01%
+29
347
$2.79K ﹤0.01%
+17
348
$2.77K ﹤0.01%
+14
349
$2.73K ﹤0.01%
+16
350
$2.73K ﹤0.01%
+15
12 13
14
15 16