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
$178M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$6.43M
3
+$4.13M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.98M
5
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$2.63M

Top Sells

1
+$19.7M
2
+$4.62M
3
+$3.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.92M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$935K

Sector Composition

1 Financials 1.21%
2 Technology 0.48%
3 Utilities 0.39%
4 Healthcare 0.34%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$935K 0.53%
3
-3
27
$893K 0.5%
6,636
28
$857K 0.48%
15,304
-40
29
$808K 0.46%
14,543
+8,812
30
$793K 0.45%
12,178
31
$695K 0.39%
7,429
32
$677K 0.38%
7,735
33
$636K 0.36%
14,497
+2,264
34
$453K 0.26%
15,287
+7,375
35
$423K 0.24%
23,905
36
$414K 0.23%
27,590
37
$391K 0.22%
6,923
+3,375
38
$374K 0.21%
4,621
39
$371K 0.21%
3,131
40
$359K 0.2%
8,577
41
$349K 0.2%
2,697
-171
42
$317K 0.18%
6,325
43
$315K 0.18%
3,286
44
$286K 0.16%
5,600
45
$281K 0.16%
4,649
46
$278K 0.16%
7,400
47
$273K 0.15%
5,418
48
$264K 0.15%
1,346
-80
49
$255K 0.14%
+6,051
50
$247K 0.14%
+4,536
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