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
176
$64.1K 0.02%
+162
177
$63.6K 0.02%
+600
178
$63.2K 0.02%
+57
179
$63.1K 0.02%
1,053
180
$62.7K 0.02%
+450
181
$60.9K 0.02%
+140
182
$60.7K 0.02%
+382
183
$60.4K 0.02%
+773
184
$59.6K 0.02%
+854
185
$57.6K 0.02%
+139
186
$57.6K 0.02%
1,141
-242
187
$57.4K 0.02%
+842
188
$56.5K 0.02%
+619
189
$56.1K 0.02%
+809
190
$55.1K 0.02%
790
191
$54.3K 0.02%
+66
192
$54.2K 0.02%
+780
193
$53.9K 0.02%
+267
194
$52.2K 0.01%
+680
195
$51.5K 0.01%
+163
196
$51.4K 0.01%
+118
197
$50.3K 0.01%
+2,414
198
$50.1K 0.01%
+315
199
$50K 0.01%
+1,326
200
$48.8K 0.01%
+888
6 7
8
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