MIA
Milestone Investment Advisors Portfolio holdings
AUM $360M
AUM
$360M
AUM Growth
-$7.86M (-2%)
Cap. Flow
+$3.96M
Cap. Flow % of AUM
1.1%
Top 10 Holdings %Top 10 Hldgs %
48.79%
Holding
137
New
7
Increased
35
Reduced
45
Closed
11
Top Buys
| 1 | $7.85M | |
| 2 | $3.08M | |
| 3 | $2.96M | |
| 4 | $2.89M | |
| 5 | $1.68M |
Top Sells
| 1 | $10.9M | |
| 2 | $1.82M | |
| 3 | $1.37M | |
| 4 | $1.15M | |
| 5 | $1.05M |
Sector Composition
| 1 | Technology | 0% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $852K | 0.24% | 32,069 | – | – | |||
| $803K | 0.22% | 8,034 -3,561 | -31% | -$356K | |||
| $792K | 0.22% | 21,768 -914 | -4% | -$33.3K | |||
| $706K | 0.2% | 25,853 -1,430 | -5% | -$39K | |||
| $700K | 0.19% | 7,149 -141 | -2% | -$13.8K | |||
| $643K | 0.18% | 12,852 +2,996 | +30% | +$150K | |||
| $636K | 0.18% | 15,924 | New | +$636K | |||
| $525K | 0.15% | 2,145 -37 | -2% | -$9.05K | |||
| $502K | 0.14% | 2,263 | – | – | |||
| $473K | 0.13% | 9,500 | – | – | |||
| $470K | 0.13% | 6,008 +808 | +16% | +$63.2K | |||
| $441K | 0.12% | 5,398 +508 | +10% | +$41.5K | |||
| $412K | 0.11% | 5,907 | – | – | |||
| $410K | 0.11% | 9,475 +996 | +12% | +$43.1K | |||
| $376K | 0.1% | 7,491 | – | – | |||
| $361K | 0.1% | 1,939 -254 | -12% | -$47.3K | |||
| $351K | 0.1% | 2,881 +2 | +0.1% | +$244 | |||
| $349K | 0.1% | 2,055 | – | – | |||
| $313K | 0.09% | 3,055 -2 | -0.1% | -$205 | |||
| $303K | 0.08% | 1,758 | – | – | |||
| $298K | 0.08% | 6,382 -394 | -6% | -$18.4K | |||
| $287K | 0.08% | 4,873 -447 | -8% | -$26.3K | |||
| $250K | 0.07% | 5,389 -4 | -0.1% | -$185 | |||
| $240K | 0.07% | 1,783 | – | – | |||
| $233K | 0.06% | 7,033 -1,450 | -17% | -$48K |
