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
$285M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$23.7M
3
+$20.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17.2M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$15.3M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.92%
+27,046
27
$2.5M 0.88%
+126,037
28
$2.45M 0.86%
+25,940
29
$2.36M 0.83%
+75,984
30
$2.13M 0.75%
+15,166
31
$2.03M 0.71%
+75,808
32
$1.77M 0.62%
+21,543
33
$1.68M 0.59%
+12,655
34
$1.36M 0.48%
+10,053
35
$1.3M 0.45%
+27,780
36
$1.29M 0.45%
+73,542
37
$1.17M 0.41%
+35,973
38
$1.15M 0.4%
+56,598
39
$927K 0.33%
+52,053
40
$869K 0.3%
+10,379
41
$859K 0.3%
+39,021
42
$797K 0.28%
+14,419
43
$655K 0.23%
+15,604
44
$655K 0.23%
+44,300
45
$637K 0.22%
+9,676
46
$548K 0.19%
+24,436
47
$431K 0.15%
+2,113
48
$423K 0.15%
+15,162
49
$421K 0.15%
+14,473
50
$407K 0.14%
+2,267
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