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
151
$93K 0.03%
+531
152
$92.4K 0.03%
+500
153
$90.2K 0.03%
+3,302
154
$89.5K 0.03%
+600
155
$86.5K 0.02%
+825
156
$84.5K 0.02%
+217
157
$81.1K 0.02%
+1,020
158
$81K 0.02%
+1,880
159
$79.2K 0.02%
+1,143
160
$79K 0.02%
+1,141
161
$73.9K 0.02%
+2,000
162
$73.6K 0.02%
1,076
163
$73.4K 0.02%
+2,388
164
$73K 0.02%
+196
165
$71.7K 0.02%
2,170
166
$71K 0.02%
+667
167
$70.6K 0.02%
+625
168
$70.5K 0.02%
300
169
$67.9K 0.02%
+1,278
170
$67.7K 0.02%
+1,000
171
$67.5K 0.02%
669
172
$67.2K 0.02%
1,938
173
$65.4K 0.02%
+642
174
$65K 0.02%
152
175
$64.9K 0.02%
+500
5 6
7
8 9