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
151
$93.1K 0.03%
+825
152
$92.7K 0.03%
+1,267
153
$92.4K 0.03%
+439
154
$89.1K 0.03%
+3,302
155
$88.4K 0.03%
1,586
+333
156
$87.9K 0.03%
+1,268
157
$87.4K 0.03%
+1,141
158
$87.2K 0.03%
+57
159
$87.1K 0.03%
+341
160
$86.9K 0.03%
+1,232
161
$85.9K 0.03%
+920
162
$83.3K 0.03%
+568
163
$78.4K 0.02%
+1,278
164
$75.9K 0.02%
+358
165
$75.3K 0.02%
+775
166
$75.3K 0.02%
2,220
+1,502
167
$74.3K 0.02%
2,500
168
$72.9K 0.02%
+217
169
$72.5K 0.02%
+1,911
170
$71.5K 0.02%
+2,388
171
$70.7K 0.02%
+1,880
172
$70K 0.02%
+197
173
$69.4K 0.02%
+1,000
174
$68.7K 0.02%
1,076
175
$68.7K 0.02%
+780
5 6
7
8 9