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
$324M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.51M
3
+$2.88M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.59M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M

Top Sells

1
+$6.23M
2
+$6.13M
3
+$5.99M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$495K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$288K

Sector Composition

1 Technology 2.87%
2 Healthcare 1.53%
3 Financials 1.18%
4 Industrials 0.82%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38.4K 0.01%
787
-70
227
$38.3K 0.01%
+81
228
$38K 0.01%
+774
229
$38K 0.01%
+284
230
$37.7K 0.01%
+197
231
$37.5K 0.01%
554
232
$37.2K 0.01%
+1,146
233
$36.6K 0.01%
+160
234
$36.4K 0.01%
+100
235
$36K 0.01%
1,811
+903
236
$36K 0.01%
+352
237
$35.4K 0.01%
+198
238
$34.7K 0.01%
485
239
$34.4K 0.01%
+159
240
$31.8K 0.01%
+972
241
$31.5K 0.01%
1,000
242
$30.7K 0.01%
+887
243
$30.5K 0.01%
1,200
244
$30.3K 0.01%
578
+1
245
$29.8K 0.01%
1,110
246
$29.6K 0.01%
+94
247
$28.9K 0.01%
455
+4
248
$27.5K 0.01%
73
-2
249
$27.2K 0.01%
+2,161
250
$26.4K 0.01%
+207
8 9
10
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