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
351
$2.73K ﹤0.01%
+15
352
$2.66K ﹤0.01%
+9
353
$2.66K ﹤0.01%
+10
354
$2.65K ﹤0.01%
+45
355
$2.59K ﹤0.01%
+20
356
$2.54K ﹤0.01%
+17
357
$2.54K ﹤0.01%
+27
358
$2.5K ﹤0.01%
+12
359
$2.48K ﹤0.01%
+22
360
$2.47K ﹤0.01%
+17
361
$2.41K ﹤0.01%
+36
362
$2.29K ﹤0.01%
+40
363
$2.28K ﹤0.01%
+24
364
$2.26K ﹤0.01%
+115
365
$2.25K ﹤0.01%
+33
366
$2.15K ﹤0.01%
+6
367
$2.15K ﹤0.01%
+33
368
$2.14K ﹤0.01%
45
-24
369
$2.12K ﹤0.01%
+50
370
$2.09K ﹤0.01%
+35
371
$2.08K ﹤0.01%
+40
372
$2.06K ﹤0.01%
+21
373
$2.04K ﹤0.01%
+26
374
$2.01K ﹤0.01%
+17
375
$2.01K ﹤0.01%
+175
13 14
15
16 17