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
101
$53.6K 0.01%
863
102
$50.1K 0.01%
1,313
103
$46K 0.01%
175
104
$43.3K 0.01%
533
-20
105
$38.4K 0.01%
554
106
$34.7K 0.01%
176
107
$31.6K 0.01%
+66
108
$31.3K 0.01%
555
-122
109
$23.8K 0.01%
330
-90
110
$20.4K 0.01%
112
111
$19.8K 0.01%
333
112
$18.5K ﹤0.01%
37
+3
113
$13K ﹤0.01%
290
114
$12.6K ﹤0.01%
+145
115
$11.5K ﹤0.01%
76
116
$10.6K ﹤0.01%
176
117
$8.11K ﹤0.01%
+92
118
$6.88K ﹤0.01%
32
119
$6.59K ﹤0.01%
150
120
$5.58K ﹤0.01%
27
121
$5.04K ﹤0.01%
88
122
$4.95K ﹤0.01%
+19
123
$4.64K ﹤0.01%
100
-108
124
$4.52K ﹤0.01%
130
125
$3.94K ﹤0.01%
+82
2 3 4
5
6