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
101
$54.5K 0.02%
1,313
102
$49.8K 0.01%
175
103
$48K 0.01%
1,249
-2,727
104
$44K 0.01%
533
105
$39K 0.01%
+1,289
106
$36.4K 0.01%
176
107
$32.9K 0.01%
555
108
$28.3K 0.01%
+34
109
$24.8K 0.01%
330
110
$24.4K 0.01%
50
-16
111
$22.2K 0.01%
112
112
$20.9K 0.01%
333
113
$19.5K 0.01%
37
114
$14.1K ﹤0.01%
290
115
$14.1K ﹤0.01%
145
116
$12.6K ﹤0.01%
76
117
$11.6K ﹤0.01%
177
+1
118
$7.78K ﹤0.01%
32
119
$7.13K ﹤0.01%
150
120
$6.73K ﹤0.01%
140
+40
121
$6.05K ﹤0.01%
28
+1
122
$4.66K ﹤0.01%
19
123
$3.79K ﹤0.01%
620
124
$3.74K ﹤0.01%
74
-8
125
$2.39K ﹤0.01%
87
2 3 4
5
6