MIA
Milestone Investment Advisors Portfolio holdings
AUM
$383M
This Quarter Return
+0.23%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$368M
AUM Growth
+$368M
(+3.1%)
Cap. Flow
+$84M
Cap. Flow
% of AUM
22.82%
Top 10 Holdings %
Top 10 Hldgs %
52.67%
Holding
133
New
6
Increased
51
Reduced
32
Closed
3
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$24.8M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$17.1M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$9.7M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$9.25M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$7.29M |
Top Sells
Sector Composition
| 1 | Technology | 0.01% |
