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
326
$5.18K ﹤0.01%
27
327
$5.12K ﹤0.01%
+82
328
$5.09K ﹤0.01%
+50
329
$5.07K ﹤0.01%
+50
330
$4.8K ﹤0.01%
88
331
$4.68K ﹤0.01%
+78
332
$4.64K ﹤0.01%
+28
333
$4.31K ﹤0.01%
130
334
$4.26K ﹤0.01%
68
335
$4.05K ﹤0.01%
+42
336
$3.96K ﹤0.01%
+52
337
$3.95K ﹤0.01%
+52
338
$3.94K ﹤0.01%
+23
339
$3.87K ﹤0.01%
+25
340
$3.87K ﹤0.01%
620
341
$3.5K ﹤0.01%
+50
342
$3.48K ﹤0.01%
+53
343
$3.36K ﹤0.01%
+47
344
$3.18K ﹤0.01%
+10
345
$3.13K ﹤0.01%
+29
346
$3.09K ﹤0.01%
+15
347
$3.03K ﹤0.01%
+13
348
$3K ﹤0.01%
+7
349
$2.93K ﹤0.01%
+20
350
$2.89K ﹤0.01%
+13
12 13
14
15 16