MIA
Milestone Investment Advisors Portfolio holdings
AUM
$383M
This Quarter Return
+6.87%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$285M
AUM Growth
–
Cap. Flow
+$285M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.46%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$32.8M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$23.7M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$20.4M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$17.2M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$15.3M |
Top Sells
No sells this quarter
