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
26
$3.15M 0.98%
32,186
+5,023
27
$3.15M 0.97%
+39,012
28
$3.03M 0.94%
33,337
-7,546
29
$2.8M 0.87%
152,398
+1,602
30
$2.76M 0.85%
76,204
+1,328
31
$2.4M 0.74%
36,696
+8,310
32
$2.34M 0.72%
23,492
-2,906
33
$2.27M 0.7%
15,997
+171
34
$2.23M 0.69%
77,459
-1,449
35
$1.84M 0.57%
19,620
-445
36
$1.65M 0.51%
87,489
+13,584
37
$1.48M 0.46%
23,412
+8,021
38
$1.27M 0.39%
58,200
39
$1.27M 0.39%
+27,327
40
$1.08M 0.34%
11,366
-26
41
$1.05M 0.33%
54,861
+2,796
42
$1.05M 0.33%
7,482
-3,475
43
$985K 0.31%
+21,507
44
$896K 0.28%
+36,592
45
$865K 0.27%
38,700
-321
46
$761K 0.24%
9,717
+40
47
$724K 0.22%
29,366
+9,932
48
$592K 0.18%
3,975
-5,148
49
$559K 0.17%
2,537
+32
50
$510K 0.16%
11,036
+40
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