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
51
$357K 0.13%
+15,078
52
$329K 0.12%
+1,794
53
$287K 0.1%
+4,368
54
$273K 0.1%
+3,797
55
$269K 0.09%
+8,670
56
$266K 0.09%
+7,793
57
$262K 0.09%
+5,719
58
$256K 0.09%
+1,881
59
$221K 0.08%
+2,941
60
$220K 0.08%
+2,400
61
$216K 0.08%
+4,500
62
$215K 0.08%
+1,351
63
$214K 0.08%
+6,256
64
$211K 0.07%
+2,494
65
$157K 0.06%
+3,845
66
$155K 0.05%
+1,279
67
$149K 0.05%
+5,000
68
$146K 0.05%
+1,767
69
$141K 0.05%
+319
70
$137K 0.05%
+683
71
$132K 0.05%
+3,045
72
$124K 0.04%
+3,642
73
$97K 0.03%
+1,787
74
$96.8K 0.03%
+1,158
75
$90.2K 0.03%
+2,792
1 2
3
4 5