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
$360M
AUM Growth
-$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$3.08M
3
+$2.96M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.89M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.68M

Top Sells

1
+$10.9M
2
+$1.82M
3
+$1.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.15M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.05M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.57M 1.27%
48,750
+1,142
27
$4.38M 1.21%
92,681
-7,200
28
$4.32M 1.2%
47,252
-118,731
29
$3.82M 1.06%
13,890
-2,364
30
$3.76M 1.04%
127,660
+104,549
31
$3.51M 0.97%
88,326
-34,558
32
$3.5M 0.97%
46,778
-306
33
$3.44M 0.96%
19,919
-381
34
$3.31M 0.92%
93,008
+24,226
35
$3.27M 0.91%
165,100
-10,072
36
$3.26M 0.91%
130,133
+11,414
37
$3.13M 0.87%
68,365
-1,678
38
$3M 0.83%
33,050
-3,352
39
$2.87M 0.8%
28,702
-2,494
40
$2.19M 0.61%
41,031
-4,090
41
$1.96M 0.54%
24,661
-1,933
42
$1.65M 0.46%
14,361
-575
43
$1.64M 0.45%
9,398
-880
44
$1.62M 0.45%
15,488
-3,242
45
$1.51M 0.42%
64,282
-377
46
$1.2M 0.33%
23,960
+9,308
47
$1.09M 0.3%
21,417
+1,112
48
$1.04M 0.29%
8,102
+1,212
49
$947K 0.26%
15,254
+905
50
$890K 0.25%
38,699
-13,135
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