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
26
$3.39M 0.99%
34,645
-568
27
$3.32M 0.96%
132,740
-94,990
28
$3.11M 0.9%
49,595
-1,553
29
$2.91M 0.84%
74,866
+2,202
30
$2.89M 0.84%
19,348
+1,912
31
$2.77M 0.8%
37,044
-138
32
$2.33M 0.68%
21,538
-488
33
$2.29M 0.67%
30,040
+29,730
34
$2.29M 0.67%
111,048
+3,204
35
$2.05M 0.6%
100,584
+132
36
$1.82M 0.53%
75,052
-101,516
37
$1.69M 0.49%
16,800
-1,426
38
$1.58M 0.46%
23,301
+1,686
39
$1.4M 0.41%
30,147
+8,567
40
$1.4M 0.41%
59,140
+940
41
$1.23M 0.36%
79,067
-73,415
42
$1.13M 0.33%
11,708
43
$1.09M 0.32%
+25,917
44
$965K 0.28%
+20,892
45
$932K 0.27%
6,430
-1,143
46
$930K 0.27%
19,421
+1
47
$840K 0.24%
35,946
48
$825K 0.24%
32,164
-4,250
49
$745K 0.22%
29,966
+944
50
$712K 0.21%
8,365
-1,698
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