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
76
$112K 0.03%
1,158
77
$76K 0.02%
2,170
-50
78
$75.8K 0.02%
1,076
79
$73.5K 0.02%
1,383
+805
80
$73.1K 0.02%
300
81
$71.6K 0.02%
669
82
$69.7K 0.02%
1,938
-1,000
83
$67.4K 0.02%
152
84
$65.5K 0.02%
1,053
-533
85
$57.4K 0.02%
790
+445
86
$45.6K 0.01%
608
87
$45.1K 0.01%
1,315
88
$42.5K 0.01%
175
89
$40.4K 0.01%
784
90
$37.4K 0.01%
554
91
$35.2K 0.01%
485
92
$30.3K 0.01%
1,110
93
$29.6K 0.01%
455
94
$27.5K 0.01%
176
95
$26.9K 0.01%
66
-7
96
$23.2K 0.01%
309
-233
97
$18.2K 0.01%
112
-50
98
$17.7K 0.01%
361
99
$17.7K 0.01%
342
100
$16.4K 0.01%
+588
2 3
4
5 6