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
401
$1.72K ﹤0.01%
+45
402
$1.71K ﹤0.01%
+35
403
$1.64K ﹤0.01%
+75
404
$1.61K ﹤0.01%
+20
405
$1.61K ﹤0.01%
+36
406
$1.6K ﹤0.01%
+6
407
$1.6K ﹤0.01%
+60
408
$1.52K ﹤0.01%
+32
409
$1.51K ﹤0.01%
+21
410
$1.49K ﹤0.01%
+100
411
$1.49K ﹤0.01%
+40
412
$1.46K ﹤0.01%
+52
413
$1.46K ﹤0.01%
+35
414
$1.45K ﹤0.01%
+24
415
$1.4K ﹤0.01%
+7
416
$1.37K ﹤0.01%
+12
417
$1.32K ﹤0.01%
+95
418
$1.31K ﹤0.01%
+18
419
$1.24K ﹤0.01%
+36
420
$1.19K ﹤0.01%
+26
421
$1.18K ﹤0.01%
+20
422
$1.08K ﹤0.01%
+30
423
$1.03K ﹤0.01%
+59
424
$1.03K ﹤0.01%
+35
425
$1K ﹤0.01%
+13
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17
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