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
76
$178K 0.05%
7,333
77
$170K 0.05%
3,710
-45
78
$164K 0.04%
1,000
79
$162K 0.04%
1,415
80
$161K 0.04%
2,359
-4
81
$154K 0.04%
4,000
-1,914
82
$146K 0.04%
4,245
83
$137K 0.04%
3,633
84
$129K 0.03%
3,683
85
$126K 0.03%
2,949
86
$99.7K 0.03%
+1,998
87
$92.6K 0.03%
2,227
-14
88
$90.9K 0.02%
1,076
89
$89.6K 0.02%
+751
90
$86.7K 0.02%
1,920
-18
91
$86.4K 0.02%
300
92
$85K 0.02%
2,170
93
$79.5K 0.02%
152
94
$79.1K 0.02%
669
95
$69K 0.02%
3,000
96
$59.7K 0.02%
1,039
-4
97
$55.5K 0.02%
608
98
$54.2K 0.01%
863
+804
99
$51.6K 0.01%
1,313
100
$47.5K 0.01%
175
2 3
4
5 6