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
176
$68.7K 0.02%
669
177
$67.6K 0.02%
300
178
$67.5K 0.02%
+768
179
$66.8K 0.02%
+500
180
$66.3K 0.02%
+625
181
$64.6K 0.02%
+386
182
$64.4K 0.02%
+450
183
$64.3K 0.02%
+382
184
$63.7K 0.02%
+1,388
185
$62.8K 0.02%
+479
186
$62.2K 0.02%
152
187
$61.9K 0.02%
+5,588
188
$60.9K 0.02%
+440
189
$60.2K 0.02%
+1,485
190
$59.1K 0.02%
+642
191
$58.9K 0.02%
+162
192
$57.1K 0.02%
+842
193
$56.4K 0.02%
+444
194
$56.4K 0.02%
+809
195
$55.8K 0.02%
+474
196
$55.8K 0.02%
+600
197
$55.5K 0.02%
+225
198
$54.2K 0.02%
+66
199
$52.4K 0.02%
+2,414
200
$52.1K 0.02%
+500
6 7
8
9 10