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
26
$3.71M 1.06%
159,153
+8,489
27
$3.47M 0.99%
204,078
+3,728
28
$3.46M 0.98%
35,213
+3,027
29
$3.01M 0.86%
51,148
-1,200
30
$2.99M 0.85%
+17,489
31
$2.52M 0.72%
72,664
-3,540
32
$2.44M 0.69%
54,547
+27,220
33
$2.4M 0.68%
17,436
+1,439
34
$2.37M 0.67%
37,182
+486
35
$2.23M 0.63%
152,482
+84
36
$2.1M 0.6%
75,327
-2,132
37
$2.08M 0.59%
22,026
-1,466
38
$2.01M 0.57%
107,844
+52,983
39
$1.84M 0.52%
100,452
+12,963
40
$1.64M 0.47%
18,226
-1,394
41
$1.32M 0.37%
21,615
-1,797
42
$1.21M 0.34%
58,200
43
$1.01M 0.29%
7,573
+91
44
$1.01M 0.29%
11,708
+342
45
$979K 0.28%
21,580
+73
46
$919K 0.26%
+3,821
47
$849K 0.24%
19,420
+8,384
48
$844K 0.24%
36,414
-178
49
$772K 0.22%
35,946
-2,754
50
$757K 0.22%
10,063
+346
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