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
$376M
AUM Growth
+$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$3.62M
3
+$2.72M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.3M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.09M

Top Sells

1
+$7.38M
2
+$3.57M
3
+$3M
4
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$2.55M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.8M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 1.02%
63,836
+879
27
$3.85M 1.02%
65,705
+61,763
28
$3.72M 0.99%
36,159
-6,830
29
$3.65M 0.97%
190,236
-92
30
$3.44M 0.91%
34,836
+191
31
$3.37M 0.9%
35,718
-962
32
$3.28M 0.87%
130,477
-563
33
$3.15M 0.84%
19,639
+291
34
$3.14M 0.84%
48,360
-851
35
$3.14M 0.83%
70,353
-4,320
36
$2.9M 0.77%
38,756
+8,806
37
$2.07M 0.55%
85,864
+12,508
38
$2.04M 0.54%
19,110
-662
39
$2.03M 0.54%
25,954
+2,004
40
$1.72M 0.46%
15,345
-808
41
$1.45M 0.39%
44,068
+43,772
42
$1.4M 0.37%
58,900
-100
43
$1.25M 0.33%
57,066
-31,800
44
$1.24M 0.33%
12,170
+462
45
$1.09M 0.29%
81,774
+1,891
46
$965K 0.26%
19,534
+112
47
$837K 0.22%
5,485
+25
48
$798K 0.21%
23,469
-1,832
49
$792K 0.21%
8,197
-114
50
$769K 0.2%
31,146
-240
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