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
101
$213K 0.06%
+775
102
$210K 0.06%
+780
103
$204K 0.06%
1,581
-300
104
$199K 0.06%
+957
105
$198K 0.06%
1,883
106
$196K 0.06%
+1,189
107
$193K 0.06%
+379
108
$188K 0.05%
5,905
+10
109
$187K 0.05%
+3,485
110
$183K 0.05%
+2,337
111
$174K 0.05%
+2,910
112
$169K 0.05%
+889
113
$169K 0.05%
+334
114
$169K 0.05%
7,333
-6,120
115
$167K 0.05%
+1,336
116
$161K 0.05%
+1,034
117
$160K 0.05%
+628
118
$159K 0.05%
741
119
$157K 0.04%
3,645
-1,330
120
$156K 0.04%
+3,522
121
$152K 0.04%
+2,003
122
$151K 0.04%
+686
123
$149K 0.04%
+3,066
124
$148K 0.04%
+1,859
125
$139K 0.04%
+2,210
3 4
5
6 7