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
126
$3.53K ﹤0.01%
620
127
$3.38K ﹤0.01%
+76
128
$3.08K ﹤0.01%
+24
129
$2.19K ﹤0.01%
87
130
$2.17K ﹤0.01%
+11
131
$300 ﹤0.01%
+4
132
– –
-60
133
– –
-361
134
– –
-45
135
– –
-460
136
– –
-1,110
137
– –
-7,333
138
– –
-312
139
– –
-342
2 3 4 5
6