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
51
$620K 0.17%
2,480
52
$537K 0.14%
2,277
53
$530K 0.14%
15,620
+6,691
54
$478K 0.13%
11,348
55
$444K 0.12%
12,473
-3,812
56
$429K 0.12%
5,599
-442
57
$422K 0.11%
17,198
-12,768
58
$421K 0.11%
1,841
59
$396K 0.11%
+5,907
60
$391K 0.11%
4,888
-1,800
61
$332K 0.09%
3,290
-8
62
$327K 0.09%
2,845
+451
63
$326K 0.09%
2,000
64
$319K 0.09%
+11,783
65
$312K 0.08%
1,780
-94
66
$311K 0.08%
5,719
67
$310K 0.08%
6,119
+2,000
68
$305K 0.08%
8,571
69
$259K 0.07%
1,351
70
$229K 0.06%
8,468
+3,727
71
$226K 0.06%
1,783
-100
72
$221K 0.06%
+3,942
73
$202K 0.05%
8,014
-2,613
74
$193K 0.05%
741
75
$189K 0.05%
1,281
1 2
3
4 5