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
$357M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2M
3
+$1.48M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.26M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$730K

Top Sells

1
+$21.8M
2
+$5.79M
3
+$5.12M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.24M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.47M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$724K 0.2%
7,124
-1,073
52
$660K 0.18%
23,703
+2,193
53
$660K 0.18%
10,192
-53,644
54
$653K 0.18%
2,476
-20
55
$559K 0.16%
11,077
+4,025
56
$537K 0.15%
2,263
+422
57
$536K 0.15%
2,202
-53
58
$518K 0.15%
4,297
+834
59
$503K 0.14%
9,808
+167
60
$460K 0.13%
+9,852
61
$450K 0.13%
2,241
+890
62
$440K 0.12%
9,701
63
$431K 0.12%
5,907
64
$412K 0.12%
4,889
65
$411K 0.12%
5,220
-7
66
$366K 0.1%
14,370
-3,617
67
$363K 0.1%
2,877
+2
68
$354K 0.1%
2,054
69
$352K 0.1%
6,992
+3,989
70
$333K 0.09%
3,062
71
$333K 0.09%
6,786
+3,467
72
$329K 0.09%
5,719
73
$320K 0.09%
1,758
74
$283K 0.08%
7,635
75
$270K 0.08%
7,232
-1,098
1 2
3
4 5