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
351
$2.77K ﹤0.01%
+19
352
$2.77K ﹤0.01%
+320
353
$2.72K ﹤0.01%
+45
354
$2.71K ﹤0.01%
+33
355
$2.7K ﹤0.01%
+40
356
$2.64K ﹤0.01%
+18
357
$2.54K ﹤0.01%
+15
358
$2.48K ﹤0.01%
+50
359
$2.45K ﹤0.01%
+14
360
$2.45K ﹤0.01%
+22
361
$2.44K ﹤0.01%
+12
362
$2.43K ﹤0.01%
+22
363
$2.41K ﹤0.01%
+26
364
$2.4K ﹤0.01%
+5
365
$2.4K ﹤0.01%
+17
366
$2.39K ﹤0.01%
+17
367
$2.39K ﹤0.01%
+12
368
$2.37K ﹤0.01%
+16
369
$2.36K ﹤0.01%
+17
370
$2.3K ﹤0.01%
+99
371
$2.3K ﹤0.01%
+205
372
$2.3K ﹤0.01%
+14
373
$2.3K ﹤0.01%
200
374
$2.25K ﹤0.01%
+33
375
$2.23K ﹤0.01%
+22
13 14
15
16 17