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
$164M
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$712K
3
+$676K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$606K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$380K

Top Sells

1
+$597K
2
+$423K
3
+$103K
4
RTN
Raytheon Company
RTN
+$1.74K

Sector Composition

1 Financials 2.05%
2 Healthcare 0.47%
3 Technology 0.46%
4 Utilities 0.39%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$810K 0.49%
12,178
27
$784K 0.48%
21,804
+690
28
$759K 0.46%
15,344
+128
29
$661K 0.4%
7,735
30
$649K 0.39%
7,429
31
$532K 0.32%
12,233
32
$423K 0.26%
23,905
+5,875
33
$404K 0.25%
27,590
34
$399K 0.24%
2,868
35
$390K 0.24%
3,131
36
$376K 0.23%
4,301
37
$368K 0.22%
2,883
38
$364K 0.22%
8,577
39
$357K 0.22%
4,621
+600
40
$341K 0.21%
+6,325
41
$334K 0.2%
3,489
+703
42
$314K 0.19%
5,731
+1,854
43
$290K 0.18%
3,286
+441
44
$277K 0.17%
5,600
45
$275K 0.17%
1,950
46
$273K 0.17%
7,400
47
$270K 0.16%
5,418
48
$266K 0.16%
+4,649
49
$248K 0.15%
1,426
-10
50
$243K 0.15%
1,400
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