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
$175M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$7.79M
3
+$4.13M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.47M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.17M

Top Sells

1
+$11.9M
2
+$8.43M
3
+$6.5M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.04M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$3.36M

Sector Composition

1 Financials 1.24%
2 Technology 1.14%
3 Utilities 0.39%
4 Healthcare 0.37%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.26%
39,968
+20,189
27
$1.75M 1%
9,791
-13,771
28
$1.72M 0.98%
12,936
-481
29
$1.38M 0.79%
10,929
-474
30
$1.36M 0.77%
+6,404
31
$1.24M 0.7%
21,180
-15,810
32
$915K 0.52%
27,032
+25
33
$853K 0.49%
37,424
-60,699
34
$696K 0.4%
2
35
$695K 0.4%
5,035
36
$691K 0.39%
6,180
37
$616K 0.35%
4,456
38
$434K 0.25%
15,287
39
$433K 0.25%
23,905
40
$421K 0.24%
27,590
41
$362K 0.21%
2,300
-397
42
$347K 0.2%
4,621
43
$341K 0.19%
3,726
44
$328K 0.19%
+1,950
45
$320K 0.18%
3,500
-171
46
$312K 0.18%
3,542
-986
47
$311K 0.18%
3,386
48
$306K 0.17%
1,400
49
$287K 0.16%
4,933
-2,425
50
$285K 0.16%
7,400
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