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
76
$148K 0.04%
1,415
77
$147K 0.04%
+1,000
78
$141K 0.04%
3,633
+68
79
$131K 0.04%
3,683
80
$130K 0.04%
4,245
-71,082
81
$128K 0.04%
+4,741
82
$128K 0.04%
+2,949
83
$87.6K 0.03%
2,241
-1,386
84
$83K 0.02%
2,170
85
$80.8K 0.02%
1,076
86
$78.7K 0.02%
300
87
$77.2K 0.02%
1,938
88
$76.3K 0.02%
669
89
$72.2K 0.02%
152
90
$69.8K 0.02%
+3,000
91
$58.1K 0.02%
790
92
$57.6K 0.02%
1,043
-98
93
$49.2K 0.01%
1,313
94
$48.2K 0.01%
608
95
$44.2K 0.01%
175
96
$42.3K 0.01%
601
97
$38.4K 0.01%
553
-500
98
$38.4K 0.01%
554
99
$36K 0.01%
676
-12
100
$29.9K 0.01%
1,110
2 3
4
5 6