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
$155M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.39M
3
+$1.72M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.44M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.15M

Top Sells

1
+$308K
2
+$248K
3
+$182K

Sector Composition

1 Financials 1.92%
2 Technology 0.74%
3 Healthcare 0.59%
4 Energy 0.39%
5 Utilities 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$758K 0.49%
6,366
27
$726K 0.47%
+21,114
28
$723K 0.47%
15,216
+56
29
$647K 0.42%
7,429
30
$637K 0.41%
7,735
31
$525K 0.34%
12,233
32
$520K 0.34%
2,883
33
$423K 0.27%
1,282
34
$401K 0.26%
2,868
35
$400K 0.26%
27,590
36
$386K 0.25%
3,131
+1,200
37
$368K 0.24%
+4,301
38
$342K 0.22%
8,577
39
$317K 0.2%
18,030
40
$308K 0.2%
+4,021
41
$294K 0.19%
1,950
42
$279K 0.18%
+2,786
43
$270K 0.17%
7,400
44
$267K 0.17%
5,600
45
$264K 0.17%
5,418
46
$261K 0.17%
1,436
47
$256K 0.17%
+2,845
48
$222K 0.14%
+2,750
49
$219K 0.14%
+1,400
50
$209K 0.13%
3,877
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