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
76
$222K 0.06%
8,910
77
$215K 0.06%
5,925
-99
78
$207K 0.06%
5,724
-1,590
79
$187K 0.05%
1,281
80
$187K 0.05%
741
81
$178K 0.05%
2,276
82
$171K 0.05%
1,000
83
$166K 0.05%
1,415
84
$162K 0.04%
4,000
85
$158K 0.04%
2,351
86
$157K 0.04%
2,658
+691
87
$149K 0.04%
2,370
-11
88
$126K 0.03%
3,276
-24
89
$117K 0.03%
457
+282
90
$112K 0.03%
+311
91
$99.9K 0.03%
1,076
92
$97.2K 0.03%
3,625
93
$96.8K 0.03%
173
+21
94
$95.3K 0.03%
2,354
+294
95
$92K 0.03%
300
96
$82.1K 0.02%
3,337
-1,260
97
$81.6K 0.02%
2,170
98
$80.1K 0.02%
669
99
$69.2K 0.02%
3,000
100
$50.7K 0.01%
608
2 3
4
5 6