MIA

Milestone Investment Advisors Portfolio holdings

AUM $414M
1-Year Est. Return 12.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.76%
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
+$4.14M
2
+$1.92M
3
+$1.43M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.24M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$695K

Top Sells

1
+$21M
2
+$5.6M
3
+$4.94M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.1M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.32M

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
– –
-76
128
– –
-11
129
– –
-3,238
130
– –
-92
131
– –
-24
132
– –
-130
133
– –
-554
134
– –
-88
2 3 4 5
6