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
426
$924 ﹤0.01%
60
427
$899 ﹤0.01%
+13
428
$851 ﹤0.01%
+80
429
$783 ﹤0.01%
+52
430
$783 ﹤0.01%
+135
431
$624 ﹤0.01%
+50
432
$570 ﹤0.01%
+37
433
$545 ﹤0.01%
+20
434
$433 ﹤0.01%
+10
435
$377 ﹤0.01%
+48
436
$336 ﹤0.01%
+6
437
$283 ﹤0.01%
+44
438
$103 ﹤0.01%
+15
439
$72 ﹤0.01%
+19
440
$54 ﹤0.01%
+38
441
$29 ﹤0.01%
+1
442
$17 ﹤0.01%
+25
443
$2 ﹤0.01%
+1
444
– –
-500
445
– –
-120
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