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
$323M
AUM Growth
-$975K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$6.51M
3
+$3.63M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$3.15M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.9M

Top Sells

1
+$9.35M
2
+$3.51M
3
+$2.88M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.82M
5
ADP icon
Automatic Data Processing
ADP
+$837K

Sector Composition

1 Communication Services 0%
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
401
– –
-2,792
402
– –
-10
403
– –
-184
404
– –
-4,495
405
– –
-16
406
– –
-20
407
– –
-2,910
408
– –
-98
409
– –
-36
410
– –
-439
411
– –
-686
412
– –
-3,767
413
– –
-667
414
– –
-50
415
– –
-22
416
– –
-100
417
– –
-361
418
– –
-42
419
– –
-92
420
– –
-5,588
421
– –
-11
422
– –
-225
423
– –
-52
424
– –
-54
425
– –
-27
14 15 16
17
18