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
126
$1.11K ﹤0.01%
14
+10
127
– –
-88
128
– –
-554
129
– –
-130
130
– –
-24
131
– –
-92
132
– –
-3,238
133
– –
-11
134
– –
-76
2 3 4 5
6