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
76
$242K 0.07%
1,783
77
$225K 0.06%
8,910
78
$225K 0.06%
6,038
+1
79
$198K 0.06%
741
80
$197K 0.06%
1,281
81
$191K 0.05%
4,039
+329
82
$179K 0.05%
1,000
83
$170K 0.05%
2,363
84
$166K 0.05%
1,415
85
$163K 0.05%
4,000
86
$141K 0.04%
3,300
+1,073
87
$138K 0.04%
3,119
88
$132K 0.04%
4,531
-2,986
89
$125K 0.04%
3,172
-371
90
$122K 0.03%
1,989
+949
91
$103K 0.03%
1,076
92
$99.5K 0.03%
3,625
-240
93
$94.3K 0.03%
300
94
$90.7K 0.03%
2,170
95
$87.2K 0.02%
152
-6
96
$85.9K 0.02%
2,060
97
$82.7K 0.02%
669
98
$71.5K 0.02%
1,102
+239
99
$71.4K 0.02%
3,000
100
$55.9K 0.02%
608
-29
2 3
4
5 6