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
376
$1.98K ﹤0.01%
+12
377
$1.98K ﹤0.01%
+19
378
$1.97K ﹤0.01%
+6
379
$1.93K ﹤0.01%
+12
380
$1.9K ﹤0.01%
+32
381
$1.89K ﹤0.01%
87
382
$1.89K ﹤0.01%
+28
383
$1.87K ﹤0.01%
+23
384
$1.87K ﹤0.01%
+27
385
$1.87K ﹤0.01%
+20
386
$1.83K ﹤0.01%
+11
387
$1.83K ﹤0.01%
+26
388
$1.83K ﹤0.01%
+22
389
$1.83K ﹤0.01%
+205
390
$1.81K ﹤0.01%
+24
391
$1.81K ﹤0.01%
+36
392
$1.8K ﹤0.01%
+21
393
$1.72K ﹤0.01%
+75
394
$1.72K ﹤0.01%
+45
395
$1.67K ﹤0.01%
+22
396
$1.66K ﹤0.01%
+60
397
$1.66K ﹤0.01%
+7
398
$1.64K ﹤0.01%
+33
399
$1.63K ﹤0.01%
+20
400
$1.62K ﹤0.01%
+14
14 15
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17 18