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
101
$16.3K 0.01%
333
102
$15.2K ﹤0.01%
500
-2,000
103
$14.7K ﹤0.01%
174
+1
104
$13.6K ﹤0.01%
700
-1,111
105
$12.7K ﹤0.01%
300
106
$10.7K ﹤0.01%
76
107
$10.1K ﹤0.01%
300
108
$9.74K ﹤0.01%
120
-190
109
$7.03K ﹤0.01%
304
+2
110
$6.62K ﹤0.01%
150
111
$5.71K ﹤0.01%
32
112
$5.2K ﹤0.01%
27
113
$4.84K ﹤0.01%
88
114
$4.32K ﹤0.01%
130
115
$4.21K ﹤0.01%
68
116
$3.58K ﹤0.01%
620
117
$3.4K ﹤0.01%
69
-718
118
$2K ﹤0.01%
87
119
$1.38K ﹤0.01%
10
-54
120
$986 ﹤0.01%
60
121
– –
-516
122
– –
-433
123
– –
-500
124
– –
-888
125
– –
-68
3 4
5
6 7