MIA

Milestone Investment Advisors Portfolio holdings

AUM $403M
1-Year Est. Return 10.93%
This Fund
S&P 500
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
276
$16.7K 0.01%
+78
277
$16.4K 0.01%
+167
278
$16.3K 0.01%
+433
279
$15.9K ﹤0.01%
+1,000
280
$15.7K ﹤0.01%
+67
281
$15.1K ﹤0.01%
+333
282
$15K ﹤0.01%
173
283
$13.9K ﹤0.01%
+200
284
$13.7K ﹤0.01%
+184
285
$13.2K ﹤0.01%
+402
286
$13K ﹤0.01%
+157
287
$12.6K ﹤0.01%
+117
288
$12.5K ﹤0.01%
+300
289
$11.8K ﹤0.01%
+200
290
$11.8K ﹤0.01%
+252
291
$11.4K ﹤0.01%
+54
292
$11.2K ﹤0.01%
+1,398
293
$11.1K ﹤0.01%
+92
294
$10.6K ﹤0.01%
+225
295
$10.4K ﹤0.01%
+300
296
$10.4K ﹤0.01%
76
297
$10K ﹤0.01%
+427
298
$9.8K ﹤0.01%
+112
299
$9.79K ﹤0.01%
+128
300
$9.78K ﹤0.01%
+87
10 11
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