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
376
$2.23K ﹤0.01%
+7
377
$2.22K ﹤0.01%
+11
378
$2.22K ﹤0.01%
+115
379
$2.21K ﹤0.01%
+27
380
$2.21K ﹤0.01%
100
381
$2.17K ﹤0.01%
+40
382
$2.17K ﹤0.01%
+20
383
$2.17K ﹤0.01%
+40
384
$2.09K ﹤0.01%
+21
385
$2.09K ﹤0.01%
+24
386
$2.06K ﹤0.01%
+9
387
$2.02K ﹤0.01%
+26
388
$1.99K ﹤0.01%
+36
389
$1.98K ﹤0.01%
+10
390
$1.96K ﹤0.01%
+5
391
$1.94K ﹤0.01%
+87
392
$1.93K ﹤0.01%
+55
393
$1.92K ﹤0.01%
+28
394
$1.9K ﹤0.01%
+22
395
$1.88K ﹤0.01%
+26
396
$1.87K ﹤0.01%
+33
397
$1.82K ﹤0.01%
+11
398
$1.81K ﹤0.01%
+21
399
$1.79K ﹤0.01%
+37
400
$1.75K ﹤0.01%
+30
14 15
16
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