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
76
$323K 0.1%
4,490
+122
77
$321K 0.1%
13,106
-1,972
78
$310K 0.1%
8,825
+1,032
79
$302K 0.09%
+15,671
80
$292K 0.09%
+996
81
$285K 0.09%
3,732
+791
82
$283K 0.09%
+4,496
83
$281K 0.09%
+3,591
84
$280K 0.09%
+2,285
85
$280K 0.09%
+12,544
86
$278K 0.09%
5,719
87
$272K 0.08%
8,685
+15
88
$263K 0.08%
+1,772
89
$255K 0.08%
+3,279
90
$253K 0.08%
+2,440
91
$250K 0.08%
3,201
-596
92
$244K 0.08%
1,881
93
$243K 0.08%
+1,189
94
$240K 0.07%
+775
95
$233K 0.07%
+2,260
96
$233K 0.07%
+6,223
97
$226K 0.07%
2,494
98
$224K 0.07%
+325
99
$221K 0.07%
1,675
+396
100
$214K 0.07%
1,351
2 3
4
5 6