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
$144M
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$5.21M
3
+$4.88M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.35M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.22M

Top Sells

1
+$29.2M
2
+$8.56M
3
+$5.87M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.92M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2.84M

Sector Composition

1 Financials 0.78%
2 Technology 0.77%
3 Healthcare 0.68%
4 Utilities 0.42%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$375K 0.26%
15,287
27
$367K 0.25%
6,180
-5,998
28
$363K 0.25%
27,590
29
$354K 0.25%
2,697
30
$334K 0.23%
4,621
31
$272K 0.19%
1
-2
32
$266K 0.18%
3,286
33
$266K 0.18%
5,418
34
$260K 0.18%
3,671
-10,986
35
$256K 0.18%
1,950
36
$250K 0.17%
4,649
37
$236K 0.16%
7,400
38
$232K 0.16%
1,469
+50
39
$226K 0.16%
1,400
40
– –
-73,979
41
– –
-6,923
42
– –
-55,799
43
– –
-5,600
44
– –
-3,131
45
– –
-6,225
46
– –
-53,070
47
– –
-750
48
– –
-1,454,492
49
– –
-8,577
50
– –
-3,133
1
2
3