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
201
$47.7K 0.01%
+242
202
$47K 0.01%
+621
203
$46.7K 0.01%
+284
204
$46.5K 0.01%
+72
205
$46.5K 0.01%
+388
206
$45.9K 0.01%
+105
207
$45.6K 0.01%
+500
208
$45.6K 0.01%
+1,388
209
$44.9K 0.01%
+197
210
$43.9K 0.01%
608
211
$43.7K 0.01%
+160
212
$43.3K 0.01%
1,313
-2
213
$43.2K 0.01%
+159
214
$42.8K 0.01%
+405
215
$41.3K 0.01%
+774
216
$39.6K 0.01%
+600
217
$39.3K 0.01%
175
218
$39.2K 0.01%
+5,588
219
$38.7K 0.01%
+601
220
$38.5K 0.01%
+400
221
$37.1K 0.01%
+516
222
$37K 0.01%
+98
223
$36.8K 0.01%
+300
224
$36.2K 0.01%
+198
225
$36.1K 0.01%
554
7 8
9
10 11