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
126
$2.26K ﹤0.01%
87
127
– –
-34
128
– –
-1,487
129
– –
-994
130
– –
-3,718
131
– –
-74
132
– –
-55,787
133
– –
-145
134
– –
-50
135
– –
-19
136
– –
-620
137
– –
-695
2 3 4 5
6