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
$323M
AUM Growth
-$975K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$6.51M
3
+$3.63M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$3.15M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.9M

Top Sells

1
+$9.35M
2
+$3.51M
3
+$2.88M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.82M
5
ADP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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