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
26
$3.36M 1.04%
53,893
27
$2.98M 0.92%
150,796
+24,759
28
$2.88M 0.89%
+17,443
29
$2.65M 0.82%
27,163
+117
30
$2.55M 0.79%
26,398
+458
31
$2.49M 0.77%
74,876
-1,108
32
$2.19M 0.67%
15,826
+660
33
$2.17M 0.67%
78,908
+3,100
34
$1.76M 0.54%
20,065
-1,478
35
$1.61M 0.5%
28,386
+606
36
$1.5M 0.46%
10,957
+904
37
$1.33M 0.41%
73,905
+363
38
$1.28M 0.39%
9,123
-3,532
39
$1.22M 0.38%
58,200
+1,602
40
$1.07M 0.33%
11,392
+1,013
41
$953K 0.29%
52,065
+12
42
$903K 0.28%
15,391
+972
43
$853K 0.26%
39,021
44
$837K 0.26%
+3,761
45
$733K 0.23%
+4,495
46
$694K 0.21%
9,677
+1
47
$635K 0.2%
+3,486
48
$596K 0.18%
+5,431
49
$577K 0.18%
24,436
50
$573K 0.18%
+1,153
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