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MAP
Milestone Advisory Partners Portfolio holdings
AUM
$120M
1-Year Est. Return
12.09%
This Fund
S&P 500
This Quarter
Est. Return
+3.84%
1 Year Est. Return
+12.09%
3 Year Est. Return
+19.65%
5 Year Est. Return
+34.75%
10 Year Est. Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
98.6%
Top 10 Holdings %
Top 10 Hldgs %
65.49%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Senior Loan Fund ETF
FTSL
|
+$26.9M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$8.87M |
| 3 |
First Trust Value Line Dividend Fund
FVD
|
+$8.66M |
| 4 |
First Trust STOXX European Select Dividend Income Fund
FDD
|
+$7.28M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$7.18M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 1.62% |
| 2 | Technology | 1.15% |
| 3 | Healthcare | 0.64% |
| 4 | Energy | 0.21% |
| 5 | Industrials | 0.21% |
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Milestone Advisory Partners's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Milestone Advisory Partners, which disclosed 48 positions worth $133M. Its ten largest holdings account for 65% of the portfolio.
Its largest position is First Trust Senior Loan Fund ETF: 557,781 shares worth $26.8M.
By sector, the portfolio is most concentrated in Financials at 1.6% of assets, followed by Technology and Healthcare.
- Milestone Advisory Partners's largest Q4 2017 buy was First Trust Senior Loan Fund ETF: 557,781 shares worth $26.8M.
- Milestone Advisory Partners's ten largest holdings make up 65% of its $133M portfolio in Q4 2017.
- Milestone Advisory Partners disclosed 48 positions in Q4 2017, its first 13F filing on record.
Based on Milestone Advisory Partners's 13F filing for Q4 2017, filed 4 Aug 2020.