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
401
$1.6K ﹤0.01%
+120
402
$1.6K ﹤0.01%
+10
403
$1.58K ﹤0.01%
+55
404
$1.55K ﹤0.01%
+28
405
$1.54K ﹤0.01%
+25
406
$1.49K ﹤0.01%
+11
407
$1.43K ﹤0.01%
+30
408
$1.42K ﹤0.01%
+35
409
$1.4K ﹤0.01%
+12
410
$1.4K ﹤0.01%
+40
411
$1.35K ﹤0.01%
+8
412
$1.34K ﹤0.01%
+115
413
$1.33K ﹤0.01%
+40
414
$1.31K ﹤0.01%
10
415
$1.3K ﹤0.01%
+24
416
$1.25K ﹤0.01%
+35
417
$1.22K ﹤0.01%
+100
418
$1.19K ﹤0.01%
+26
419
$1.17K ﹤0.01%
+35
420
$1.11K ﹤0.01%
+35
421
$1.07K ﹤0.01%
+5
422
$1.05K ﹤0.01%
+23
423
$1.03K ﹤0.01%
+36
424
$992 ﹤0.01%
+25
425
$928 ﹤0.01%
+99
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