MIA

Milestone Investment Advisors Portfolio holdings

AUM $413M
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
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
+$7.5M
2
+$2.18M
3
+$1.51M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$984K

Top Sells

1
+$4.55M
2
+$3.86M
3
+$3.1M
4
AAPL icon
Apple
AAPL
+$2.99M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.44M

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
351
– –
-352
352
– –
-211
353
– –
-26
354
– –
-402
355
– –
-1,326
356
– –
-1,703
357
– –
-23
358
– –
-6
359
– –
-52
360
– –
-72
361
– –
-1,277
362
– –
-2,414
363
– –
-467
364
– –
-606
365
– –
-568
366
– –
-1,661
367
– –
-11
368
– –
-113
369
– –
-255
370
– –
-370
371
– –
-159
372
– –
-160
373
– –
-1,141
374
– –
-120
375
– –
-200
13 14
15
16 17