Instuitional Investor - Milestone Investment Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Milestone Investment Advisors Llc |
| Portfolio Value | $413,999,186 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 528,118 | $39,709,161 | 9.59% | |
| 2. | SCHD | 1,022,063 | $29,772,706 | 7.19% | |
| 3. | SCHD | 1,008,736 | $25,864,003 | 6.25% | |
| 4. | Fidelity Covington Trust | 326,052 | $18,011,090 | 4.35% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 40,942 | $17,883,226 | 4.32% |
Hedge Fund Resource Center 
