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
$371M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.07M
3
+$2.88M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.09M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.72M

Top Sells

1
+$3.83M
2
+$2.55M
3
+$1.37M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.19M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.12M

Sector Composition

1 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 0.92%
34,645
27
$3.29M 0.89%
131,040
-1,700
28
$3.24M 0.87%
49,211
-384
29
$3.2M 0.86%
74,673
-193
30
$3.16M 0.85%
36,680
-364
31
$3.15M 0.85%
19,348
32
$3.12M 0.84%
67,038
+36,891
33
$3.09M 0.83%
120,835
-42,792
34
$2.88M 0.78%
+63,657
35
$2.35M 0.63%
87,254
+55,090
36
$2.26M 0.61%
29,950
-90
37
$2.19M 0.59%
19,772
-1,766
38
$1.96M 0.53%
88,866
-11,718
39
$1.8M 0.48%
23,950
+649
40
$1.77M 0.48%
73,356
-1,696
41
$1.76M 0.48%
16,153
-647
42
$1.45M 0.39%
59,000
-140
43
$1.22M 0.33%
11,708
44
$1.12M 0.3%
79,883
+816
45
$974K 0.26%
19,422
+1
46
$877K 0.24%
25,301
-616
47
$850K 0.23%
5,460
-970
48
$795K 0.21%
31,386
-4,560
49
$775K 0.21%
8,311
-54
50
$651K 0.18%
4,746
+125
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