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
126
$138K 0.04%
+927
127
$135K 0.04%
2,361
128
$132K 0.04%
+528
129
$132K 0.04%
+2,000
130
$129K 0.04%
1,415
+257
131
$126K 0.04%
3,627
132
$125K 0.04%
+285
133
$125K 0.04%
+1,758
134
$121K 0.03%
3,683
135
$121K 0.03%
3,565
-5,957
136
$120K 0.03%
+396
137
$116K 0.03%
+570
138
$115K 0.03%
+1,795
139
$114K 0.03%
+3,511
140
$112K 0.03%
+1,153
141
$110K 0.03%
+902
142
$108K 0.03%
+1,277
143
$108K 0.03%
+1,267
144
$107K 0.03%
+358
145
$102K 0.03%
+568
146
$99.7K 0.03%
+975
147
$99.7K 0.03%
+341
148
$98.5K 0.03%
+872
149
$94.9K 0.03%
+1,232
150
$94.7K 0.03%
+847
4 5
6
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