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
$360M
AUM Growth
-$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$3.08M
3
+$2.96M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.89M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.68M

Top Sells

1
+$10.9M
2
+$1.82M
3
+$1.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.15M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.05M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$852K 0.24%
32,069
52
$803K 0.22%
8,034
-3,561
53
$792K 0.22%
21,768
-914
54
$706K 0.2%
25,853
-1,430
55
$700K 0.19%
7,149
-141
56
$643K 0.18%
12,852
+2,996
57
$636K 0.18%
+15,924
58
$525K 0.15%
2,145
-37
59
$502K 0.14%
2,263
60
$473K 0.13%
9,500
61
$470K 0.13%
6,008
+808
62
$441K 0.12%
5,398
+508
63
$412K 0.11%
5,907
64
$410K 0.11%
9,475
+996
65
$376K 0.1%
7,491
66
$361K 0.1%
1,939
-254
67
$351K 0.1%
2,881
+2
68
$349K 0.1%
2,055
69
$313K 0.09%
3,055
-2
70
$303K 0.08%
1,758
71
$298K 0.08%
6,382
-394
72
$287K 0.08%
4,873
-447
73
$250K 0.07%
5,389
-4
74
$240K 0.07%
1,783
75
$233K 0.06%
7,033
-1,450
1 2
3
4 5