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
$134M
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$622K
3
+$517K
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$370K
5
IAK icon
iShares US Insurance ETF
IAK
+$295K

Top Sells

1
+$2.86M
2
+$1.52M
3
+$1.29M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.13M
5
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$873K

Sector Composition

1 Financials 2.13%
2 Technology 1.78%
3 Healthcare 0.98%
4 Utilities 0.85%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$791K 0.59%
49,725
-5,726
27
$754K 0.56%
10,687
28
$752K 0.56%
6,106
29
$748K 0.56%
6,447
-2,199
30
$673K 0.5%
6,385
31
$622K 0.46%
+11,030
32
$598K 0.44%
28,201
33
$586K 0.44%
11,697
-10,439
34
$578K 0.43%
5,609
35
$550K 0.41%
12,831
-13,701
36
$522K 0.39%
5,702
37
$517K 0.38%
+7,650
38
$508K 0.38%
15,287
39
$483K 0.36%
4,594
40
$470K 0.35%
9,842
-31
41
$467K 0.35%
5,010
42
$464K 0.35%
2,625
43
$443K 0.33%
8,957
-1,569
44
$438K 0.33%
1,260
45
$406K 0.3%
4,731
46
$370K 0.27%
+11,645
47
$355K 0.26%
21,145
48
$328K 0.24%
2,446
49
$325K 0.24%
4,522
50
$320K 0.24%
3,386
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