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
101
$42.2K 0.01%
553
102
$39.3K 0.01%
554
103
$37.7K 0.01%
677
+1
104
$32.9K 0.01%
176
105
$30.5K 0.01%
1,110
106
$30.5K 0.01%
420
-370
107
$20.8K 0.01%
460
+3
108
$20.5K 0.01%
112
109
$20.3K 0.01%
361
110
$19.3K 0.01%
342
111
$19.1K 0.01%
333
112
$16.3K ﹤0.01%
34
113
$13.2K ﹤0.01%
290
114
$12K ﹤0.01%
76
115
$11.4K ﹤0.01%
176
+1
116
$9.72K ﹤0.01%
208
-20,684
117
$9.62K ﹤0.01%
+296
118
$7.51K ﹤0.01%
150
119
$7.19K ﹤0.01%
312
+2
120
$6.58K ﹤0.01%
32
121
$5.61K ﹤0.01%
27
122
$4.98K ﹤0.01%
88
123
$4.61K ﹤0.01%
130
124
$3.98K ﹤0.01%
620
125
$2.32K ﹤0.01%
45
2 3 4
5
6