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
101
$29.8K 0.01%
176
102
$23.3K 0.01%
457
103
$20.2K 0.01%
562
+12
104
$19.2K 0.01%
2,205
105
$19.1K 0.01%
112
106
$18.9K 0.01%
361
107
$18.2K 0.01%
342
108
$17.4K 0.01%
333
109
$14.9K ﹤0.01%
34
110
$13.6K ﹤0.01%
700
111
$12.7K ﹤0.01%
290
-10
112
$12.6K ﹤0.01%
175
+1
113
$11.8K ﹤0.01%
76
114
$10.9K ﹤0.01%
300
115
$7.86K ﹤0.01%
150
116
$7.24K ﹤0.01%
310
+4
117
$6.12K ﹤0.01%
32
118
$5.22K ﹤0.01%
27
119
$4.89K ﹤0.01%
88
120
$4.53K ﹤0.01%
130
121
$3.74K ﹤0.01%
59
-9
122
$3.61K ﹤0.01%
620
123
$2.28K ﹤0.01%
45
124
$2.11K ﹤0.01%
87
125
$1.12K ﹤0.01%
60
3 4
5
6 7