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 | |
|---|---|---|---|---|---|---|---|
| $49.7K | 0.01% | 1,313 | – | – | |||
| $49.3K | 0.01% | 1,297 -695 | -35% | -$26.4K | |||
| $47.9K | 0.01% | 1,249 | – | – | |||
| $47.8K | 0.01% | 562 | New | +$47.8K | |||
| $43.6K | 0.01% | 815 +3 | +0.4% | +$160 | |||
| $41K | 0.01% | 218 | New | +$41K | |||
| $39.7K | 0.01% | 735 | New | +$39.7K | |||
| $35.4K | 0.01% | 176 | – | – | |||
| $32K | 0.01% | 555 | – | – | |||
| $24.8K | 0.01% | 213 | New | +$24.8K | |||
| $21.7K | 0.01% | 112 | – | – | |||
| $20.2K | 0.01% | 333 | – | – | |||
| $19.6K | 0.01% | 318 -24 | -7% | -$1.48K | |||
| $19K | 0.01% | 37 | – | – | |||
| $13.4K | 0% | 290 | – | – | |||
| $12.9K | 0% | 135 | New | +$12.9K | |||
| $11.7K | 0% | 423 | – | – | |||
| $11.4K | 0% | 76 | – | – | |||
| $9.22K | 0% | 32 | – | – | |||
| $8.95K | 0% | 178 +1 | +0.6% | +$50 | |||
| $7.14K | 0% | 150 | – | – | |||
| $6.59K | 0% | 140 | – | – | |||
| $6.16K | 0% | 28 | – | – | |||
| $4.69K | 0% | 120 | – | – | |||
| $2.47K | 0% | 32 +7 | +28% | +$540 |
