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
51
$565K 0.17%
+5,314
52
$539K 0.17%
+3,480
53
$528K 0.16%
2,505
+392
54
$522K 0.16%
+1,866
55
$514K 0.16%
+5,418
56
$513K 0.16%
+1,661
57
$497K 0.15%
10,996
-4,608
58
$490K 0.15%
+19,434
59
$483K 0.15%
+4,640
60
$470K 0.15%
15,036
+563
61
$452K 0.14%
2,319
+52
62
$449K 0.14%
+1,572
63
$444K 0.14%
15,362
+200
64
$431K 0.13%
+3,308
65
$423K 0.13%
+1,875
66
$422K 0.13%
+1,703
67
$411K 0.13%
28,920
-15,380
68
$408K 0.13%
+11,307
69
$402K 0.12%
+1,408
70
$389K 0.12%
12,102
-193,745
71
$383K 0.12%
+811
72
$377K 0.12%
+3,767
73
$372K 0.11%
+1,526
74
$340K 0.11%
1,794
75
$324K 0.1%
+1,563
1 2
3
4 5