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
$344M
AUM Growth
-$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$2.27M
3
+$1.58M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.58M
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.09M

Top Sells

1
+$4.53M
2
+$3.86M
3
+$3.31M
4
AAPL icon
Apple
AAPL
+$2.99M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.46M

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
426
– –
-5,588
427
– –
-485
428
– –
-11
429
– –
-118
430
– –
-52
431
– –
-54
432
– –
-27
433
– –
-59
434
– –
-10
435
– –
-115
436
– –
-1,143
437
– –
-842
438
– –
-18
439
– –
-21
440
– –
-2,205
441
– –
-3,302
442
– –
-519
443
– –
-284
444
– –
-872
445
– –
-12
446
– –
-16
447
– –
-35
448
– –
-234
449
– –
-129
450
– –
-33
14 15 16 17
18