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
76
$340K 0.1%
+12,544
77
$339K 0.1%
1,794
78
$322K 0.09%
+2,460
79
$319K 0.09%
+3,591
80
$306K 0.09%
12,782
81
$305K 0.09%
+3,767
82
$293K 0.08%
2,170
+45
83
$287K 0.08%
+2,260
84
$286K 0.08%
5,517
85
$285K 0.08%
+996
86
$281K 0.08%
3,446
-389
87
$280K 0.08%
5,719
88
$268K 0.08%
+1,834
89
$267K 0.08%
3,555
-213
90
$251K 0.07%
+4,496
91
$247K 0.07%
8,507
+863
92
$247K 0.07%
+6,040
93
$240K 0.07%
8,929
+8,341
94
$238K 0.07%
+465
95
$225K 0.06%
+3,285
96
$225K 0.06%
+325
97
$225K 0.06%
2,394
98
$224K 0.06%
+14,931
99
$218K 0.06%
+2,285
100
$215K 0.06%
1,351
2 3
4
5 6