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
101
$49.7K 0.01%
1,313
102
$49.3K 0.01%
1,297
-695
103
$47.9K 0.01%
1,249
104
$47.8K 0.01%
+562
105
$43.6K 0.01%
815
+3
106
$41K 0.01%
+218
107
$39.7K 0.01%
+735
108
$35.4K 0.01%
176
109
$32K 0.01%
555
110
$24.8K 0.01%
+213
111
$21.7K 0.01%
112
112
$20.2K 0.01%
333
113
$19.6K 0.01%
318
-24
114
$19K 0.01%
37
115
$13.4K ﹤0.01%
290
116
$12.9K ﹤0.01%
+135
117
$11.7K ﹤0.01%
423
118
$11.4K ﹤0.01%
76
119
$9.22K ﹤0.01%
32
120
$8.95K ﹤0.01%
178
+1
121
$7.14K ﹤0.01%
150
122
$6.59K ﹤0.01%
140
123
$6.16K ﹤0.01%
28
124
$4.69K ﹤0.01%
120
125
$2.47K ﹤0.01%
32
+7
2 3 4
5
6