MIA
Milestone Investment Advisors Portfolio holdings
AUM
$383M
1-Year Return
10.63%
This Quarter Return
+5.52%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$323M
AUM Growth
-$975K
(-0.3%)
Cap. Flow
-$15.4M
Cap. Flow
% of AUM
-4.78%
Top 10 Holdings %
Top 10 Hldgs %
57.25%
Holding
450
New
6
Increased
35
Reduced
42
Closed
330
Top Buys
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$8.18M |
| 2 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$6.51M |
| 3 |
Invesco International Developed Dynamic Multifactor ETF
IMFL
|
+$3.63M |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$3.15M |
| 5 |
Vanguard Growth ETF
VUG
|
+$2.9M |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$9.35M |
| 2 |
Microsoft
MSFT
|
+$3.51M |
| 3 |
Apple
AAPL
|
+$2.88M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.82M |
| 5 |
Automatic Data Processing
ADP
|
+$837K |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
