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
$324M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.51M
3
+$2.88M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.59M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M

Top Sells

1
+$6.23M
2
+$6.13M
3
+$5.99M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$495K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$288K

Sector Composition

1 Technology 2.87%
2 Healthcare 1.53%
3 Financials 1.18%
4 Industrials 0.82%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$141K 0.04%
+14,500
127
$132K 0.04%
+2,000
128
$132K 0.04%
+1,758
129
$129K 0.04%
3,642
130
$126K 0.04%
3,683
+891
131
$123K 0.04%
+610
132
$118K 0.04%
+1,188
133
$117K 0.04%
+2,210
134
$117K 0.04%
+396
135
$117K 0.04%
+1,153
136
$116K 0.04%
3,403
-2,853
137
$109K 0.03%
+975
138
$107K 0.03%
+1,203
139
$106K 0.03%
1,787
140
$106K 0.03%
+2,792
141
$105K 0.03%
1,158
142
$105K 0.03%
+531
143
$102K 0.03%
+285
144
$99K 0.03%
+600
145
$98.6K 0.03%
+872
146
$98K 0.03%
+2,000
147
$97.2K 0.03%
2,938
+38
148
$95.7K 0.03%
+667
149
$95.6K 0.03%
+500
150
$94.6K 0.03%
+1,143
4 5
6
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