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
51
$483K 0.15%
14,969
-67
52
$474K 0.15%
2,303
-16
53
$445K 0.14%
6,103
+1,613
54
$383K 0.12%
11,348
-754
55
$357K 0.11%
1,794
56
$345K 0.11%
9,522
+697
57
$323K 0.1%
3,835
+634
58
$322K 0.1%
13,453
-10,983
59
$315K 0.1%
12,782
-324
60
$300K 0.09%
5,517
+1,672
61
$298K 0.09%
2,125
+450
62
$285K 0.09%
3,768
+36
63
$280K 0.09%
5,719
64
$250K 0.08%
1,881
65
$233K 0.07%
2,394
-100
66
$232K 0.07%
7,644
-7,718
67
$223K 0.07%
1,351
68
$219K 0.07%
4,975
+155
69
$204K 0.06%
1,883
-250
70
$193K 0.06%
5,895
-2,790
71
$170K 0.05%
741
72
$144K 0.04%
2,361
+574
73
$134K 0.04%
3,627
-15
74
$127K 0.04%
3,683
75
$118K 0.04%
3,403
1 2
3
4 5