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
126
$2.25K ﹤0.01%
87
127
$2.25K ﹤0.01%
58
-504
128
$1.29K ﹤0.01%
60
129
– –
-300
130
– –
-601
131
– –
-700
132
– –
-2,205
2 3 4 5
6