Milestone Investment Advisors LLC
CIK Number: 0001967018
368.12M
Market Value
110
# of Holdings
7 months
Avg. Holding Period
40.18%
Win Rate
34.52%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Invesco S&P 500... | 69.38 | +0.96% | 560.86K | +7.19% | 37.59M | 50.42 | 10.21% | |
| 2 | Schwab U.S. Lar... | 26.81 | +1.41% | 1.18M | +299.55% | 33.02M | 14.52 | 8.97% | |
| 3 | Schwab U.S. Lar... | 23.06 | +1.19% | 1.12M | +194.74% | 25.95M | 15.08 | 7.05% | |
| 4 | Vanguard Growth... | 399.05 | +1.42% | 48.19K | +2.28% | 19.78M | 236.52 | 5.37% | |
| 5 | Invesco S&P Mid... | 94.02 | +1.49% | 165.98K | +2.27% | 16.34M | 87.35 | 4.44% |
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