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
51
$753K 0.21%
+4,464
52
$696K 0.2%
29,022
-344
53
$651K 0.19%
+1,153
54
$645K 0.18%
+2,099
55
$639K 0.18%
+5,435
56
$612K 0.17%
+4,640
57
$582K 0.17%
+1,661
58
$566K 0.16%
+5,499
59
$566K 0.16%
+3,338
60
$546K 0.16%
17,247
+2,278
61
$535K 0.15%
+3,435
62
$527K 0.15%
2,532
-5
63
$492K 0.14%
+1,866
64
$480K 0.14%
+3,308
65
$448K 0.13%
2,299
-4
66
$440K 0.13%
+1,703
67
$434K 0.12%
3,027
-948
68
$431K 0.12%
+1,875
69
$428K 0.12%
6,188
+85
70
$409K 0.12%
+811
71
$405K 0.12%
+5,028
72
$376K 0.11%
11,348
73
$374K 0.11%
+11,307
74
$351K 0.1%
+1,526
75
$345K 0.1%
+1,263
1 2
3
4 5