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
$323M
AUM Growth
-$975K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$6.51M
3
+$3.63M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$3.15M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.9M

Top Sells

1
+$9.35M
2
+$3.51M
3
+$2.88M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.82M
5
ADP icon
Automatic Data Processing
ADP
+$837K

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-20
202
– –
-500
203
– –
-671
204
– –
-7
205
– –
-33
206
– –
-375
207
– –
-78
208
– –
-20
209
– –
-474
210
– –
-1,900
211
– –
-50
212
– –
-135
213
– –
-972
214
– –
-465
215
– –
-30
216
– –
-341
217
– –
-26
218
– –
-1,526
219
– –
-775
220
– –
-20
221
– –
-38
222
– –
-3,480
223
– –
-3,308
224
– –
-4,496
225
– –
-45
7 8
9
10 11