MAP

Milestone Advisory Partners Portfolio holdings

AUM $120M
1-Year Est. Return 12.09%
This Quarter Est. Return
1 Year Est. Return
+12.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$9.04M
3
+$8.77M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.39M
5
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$7.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.62%
2 Technology 1.15%
3 Healthcare 0.64%
4 Energy 0.21%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$774K 0.58%
+6,366
27
$729K 0.55%
+6,636
28
$700K 0.52%
+9,735
29
$630K 0.47%
+12,276
30
$602K 0.45%
+7,429
31
$450K 0.34%
+30,315
32
$431K 0.32%
+3,504
33
$418K 0.31%
+2,992
34
$375K 0.28%
+7,791
35
$348K 0.26%
+8,577
36
$327K 0.24%
+1,500
37
$323K 0.24%
+12,521
38
$287K 0.22%
+2,296
39
$281K 0.21%
+1,498
40
$271K 0.2%
+20,978
41
$260K 0.19%
+4,162
42
$245K 0.18%
+12,132
43
$243K 0.18%
+1,950
44
$238K 0.18%
+2,779
45
$233K 0.17%
+5,724
46
$214K 0.16%
+3,142
47
$201K 0.15%
+4,204
48
$161K 0.12%
+11,431
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