MIA

Milestone Investment Advisors Portfolio holdings

AUM $383M
1-Year Est. Return 10.63%
This Quarter Est. Return
1 Year Est. Return
+10.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
-$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$2.27M
3
+$1.58M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.58M
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.09M

Top Sells

1
+$4.53M
2
+$3.86M
3
+$3.31M
4
AAPL icon
Apple
AAPL
+$2.99M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.46M

Sector Composition

1 Communication Services 0.01%
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
1
$27.6M 8.03%
510,919
+29,298
2
$25.8M 7.51%
108,926
+2,382
3
$25.7M 7.46%
1,365,924
-6,093
4
$24.2M 7.02%
1,164,840
-29,804
5
$18.6M 5.4%
361,522
+6,469
6
$16.7M 4.86%
659,226
-130,293
7
$14.9M 4.33%
47,991
+404
8
$11.9M 3.47%
134,559
+17,798
9
$11.7M 3.41%
467,421
-26,076
10
$11.7M 3.41%
631,635
-18,462
11
$10.4M 3.03%
207,612
-90,266
12
$10.4M 3.02%
220,562
+166,015
13
$9.98M 2.9%
56,929
-4,440
14
$9.25M 2.69%
82,862
-6,902
15
$7.85M 2.28%
320,620
-51,050
16
$7.56M 2.2%
15,829
+2,198
17
$7.32M 2.13%
94,632
-5,584
18
$5.8M 1.68%
30,117
-5,011
19
$5.8M 1.68%
154,292
-9,743
20
$4.78M 1.39%
48,787
+4,433
21
$4.78M 1.39%
30,288
-43
22
$4.67M 1.36%
80,508
-35,474
23
$4.12M 1.2%
163,627
+4,474
24
$3.88M 1.13%
49,718
-9,302
25
$3.62M 1.05%
196,116
-7,962
1
2 3 4 5