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
201
$52K 0.02%
+267
202
$51.7K 0.02%
+621
203
$51.3K 0.02%
+242
204
$50.6K 0.02%
+619
205
$50.5K 0.02%
+516
206
$49.9K 0.02%
+163
207
$49.8K 0.02%
+140
208
$49.2K 0.02%
+375
209
$48.2K 0.01%
+72
210
$46.5K 0.01%
+888
211
$46.3K 0.01%
+600
212
$45.8K 0.01%
+3,031
213
$43.9K 0.01%
+680
214
$43.6K 0.01%
+105
215
$43.5K 0.01%
608
216
$43.2K 0.01%
1,315
217
$41.7K 0.01%
+139
218
$41.6K 0.01%
542
+452
219
$41.2K 0.01%
+349
220
$40.5K 0.01%
+98
221
$39.8K 0.01%
175
222
$39.5K 0.01%
+361
223
$39.2K 0.01%
784
+1
224
$38.6K 0.01%
+504
225
$38.5K 0.01%
+460
7 8
9
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