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Home > Institutional Investor > Milestone Investment Advisors Llc > Profile

Instuitional Investor - Milestone Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Milestone Investment Advisors Llc
Portfolio Value $344,167,165
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 510,919 $27,630,526 8.02%
2.
Vanguard Index Fds
 108,926 $25,839,445 7.5%
3.
Schwab Strategic Trust
 FNDF 455,308 $25,679,396 7.46%
4.
Schwab Strategic Trust
 FNDF 291,210 $24,158,757 7.01%
5.
Invesco Exch Trd Slf Idx Fd
 361,522 $18,585,838 5.4%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)