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
$376M
AUM Growth
+$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$3.62M
3
+$2.72M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.3M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.09M

Top Sells

1
+$7.38M
2
+$3.57M
3
+$3M
4
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$2.55M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.8M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$200K 0.05%
7,517
-497
77
$187K 0.05%
1,281
78
$185K 0.05%
741
79
$171K 0.05%
1,000
80
$168K 0.04%
3,710
81
$159K 0.04%
2,363
+4
82
$156K 0.04%
1,415
83
$155K 0.04%
3,319
+1,399
84
$152K 0.04%
4,000
85
$151K 0.04%
+3,003
86
$137K 0.04%
3,976
+293
87
$133K 0.04%
3,119
+170
88
$129K 0.03%
3,543
-90
89
$111K 0.03%
3,238
-1,007
90
$104K 0.03%
3,865
-4,603
91
$99.6K 0.03%
1,076
92
$89.3K 0.02%
300
93
$87.6K 0.02%
2,227
94
$86K 0.02%
158
+6
95
$82.2K 0.02%
2,170
96
$77.8K 0.02%
2,060
+2,002
97
$75.9K 0.02%
669
98
$68.2K 0.02%
3,000
99
$59.6K 0.02%
1,040
+1
100
$56.2K 0.01%
637
+29
2 3
4
5 6