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
301
$9.27K ﹤0.01%
300
302
$9.06K ﹤0.01%
+67
303
$8.91K ﹤0.01%
+28
304
$8.89K ﹤0.01%
+180
305
$8.55K ﹤0.01%
64
306
$8.44K ﹤0.01%
+100
307
$7.86K ﹤0.01%
+102
308
$7.75K ﹤0.01%
+27
309
$7.65K ﹤0.01%
+31
310
$7.58K ﹤0.01%
+22
311
$7.21K ﹤0.01%
+10
312
$7.08K ﹤0.01%
+302
313
$6.76K ﹤0.01%
+59
314
$6.7K ﹤0.01%
+35
315
$6.68K ﹤0.01%
+159
316
$6.51K ﹤0.01%
+800
317
$6.51K ﹤0.01%
+19
318
$6.4K ﹤0.01%
+117
319
$6.05K ﹤0.01%
150
320
$6.04K ﹤0.01%
+45
321
$5.95K ﹤0.01%
+208
322
$5.86K ﹤0.01%
32
323
$5.73K ﹤0.01%
+38
324
$5.64K ﹤0.01%
+175
325
$5.48K ﹤0.01%
+100
11 12
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