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
$344M
AUM Growth
-$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$2.27M
3
+$1.58M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.58M
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.09M

Top Sells

1
+$4.53M
2
+$3.86M
3
+$3.31M
4
AAPL icon
Apple
AAPL
+$2.99M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.46M

Sector Composition

1 Communication Services 0.01%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-28
327
– –
-24
328
– –
-40
329
– –
-5,435
330
– –
-52
331
– –
-105
332
– –
-3,066
333
– –
-7
334
– –
-40
335
– –
-100
336
– –
-847
337
– –
-17,489
338
– –
-927
339
– –
-1,153
340
– –
-1,859
341
– –
-26
342
– –
-2,099
343
– –
-379
344
– –
-28
345
– –
-531
346
– –
-3,821
347
– –
-680
348
– –
-197
349
– –
-1,232
350
– –
-168
12 13
14
15 16