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
426
$957 ﹤0.01%
+91
427
$950 ﹤0.01%
+35
428
$945 ﹤0.01%
+135
429
$895 ﹤0.01%
60
430
$791 ﹤0.01%
+37
431
$778 ﹤0.01%
+50
432
$735 ﹤0.01%
+40
433
$704 ﹤0.01%
+25
434
$576 ﹤0.01%
+80
435
$433 ﹤0.01%
+20
436
$410 ﹤0.01%
+10
437
$295 ﹤0.01%
+36
438
$271 ﹤0.01%
+44
439
$270 ﹤0.01%
+32
440
$248 ﹤0.01%
+22
441
$105 ﹤0.01%
+15
442
$45 ﹤0.01%
+1
443
$22 ﹤0.01%
+25
444
$2 ﹤0.01%
+1
445
– –
-27
446
– –
-4,500
447
– –
-17
448
– –
-62
449
– –
-1,767
14 15 16 17
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