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
51
$628K 0.18%
4,621
+3,719
52
$577K 0.17%
2,480
-52
53
$549K 0.16%
16,285
-962
54
$505K 0.15%
6,688
+500
55
$500K 0.15%
2,277
-22
56
$465K 0.14%
6,041
+2,486
57
$427K 0.12%
11,348
58
$393K 0.11%
1,841
+47
59
$308K 0.09%
1,874
-1,153
60
$300K 0.09%
3,298
-148
61
$299K 0.09%
2,000
-170
62
$298K 0.09%
5,719
63
$279K 0.08%
8,571
+64
64
$278K 0.08%
8,929
65
$263K 0.08%
10,627
-2,155
66
$251K 0.07%
2,394
67
$243K 0.07%
1,351
68
$218K 0.06%
1,883
69
$210K 0.06%
+4,119
70
$208K 0.06%
5,914
+9
71
$180K 0.05%
7,333
72
$179K 0.05%
741
73
$175K 0.05%
1,281
-300
74
$171K 0.05%
3,755
+110
75
$151K 0.04%
2,363
+2
1 2
3
4 5