MIA
Milestone Investment Advisors Portfolio holdings
AUM $360M
AUM
$360M
AUM Growth
-$7.86M (-2%)
Cap. Flow
+$3.96M
Cap. Flow % of AUM
1.1%
Top 10 Holdings %Top 10 Hldgs %
48.79%
Holding
137
New
7
Increased
35
Reduced
45
Closed
11
Top Buys
| 1 | $7.85M | |
| 2 | $3.08M | |
| 3 | $2.96M | |
| 4 | $2.89M | |
| 5 | $1.68M |
Top Sells
| 1 | $10.9M | |
| 2 | $1.82M | |
| 3 | $1.37M | |
| 4 | $1.15M | |
| 5 | $1.05M |
Sector Composition
| 1 | Technology | 0% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $222K | 0.06% | 8,910 | – | – | |||
| $215K | 0.06% | 5,925 -99 | -2% | -$3.6K | |||
| $207K | 0.06% | 5,724 -1,590 | -22% | -$57.5K | |||
| $187K | 0.05% | 1,281 | – | – | |||
| $187K | 0.05% | 741 | – | – | |||
| $178K | 0.05% | 2,276 | – | – | |||
| $171K | 0.05% | 1,000 | – | – | |||
| $166K | 0.05% | 1,415 | – | – | |||
| $162K | 0.04% | 4,000 | – | – | |||
| $158K | 0.04% | 2,351 | – | – | |||
| $157K | 0.04% | 2,658 +691 | +35% | +$40.7K | |||
| $149K | 0.04% | 2,370 -11 | -0.5% | -$692 | |||
| $126K | 0.03% | 3,276 -24 | -0.7% | -$920 | |||
| $117K | 0.03% | 457 +282 | +161% | +$72.1K | |||
| $112K | 0.03% | 311 | New | +$112K | |||
| $99.9K | 0.03% | 1,076 | – | – | |||
| $97.2K | 0.03% | 3,625 | – | – | |||
| $96.8K | 0.03% | 173 +21 | +14% | +$11.7K | |||
| $95.3K | 0.03% | 2,354 +294 | +14% | +$11.9K | |||
| $92K | 0.03% | 300 | – | – | |||
| $82.1K | 0.02% | 3,337 -1,260 | -27% | -$31K | |||
| $81.6K | 0.02% | 2,170 | – | – | |||
| $80.1K | 0.02% | 669 | – | – | |||
| $69.2K | 0.02% | 3,000 | – | – | |||
| $50.7K | 0.01% | 608 | – | – |
