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
$120M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1 +$3.92M
2 +$1.45M
3 +$1.26M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.01M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$867K

Sector Composition

1 Financials 2.72%
2 Technology 2.63%
3 Healthcare 0.81%
4 Utilities 0.48%
5 Communication Services 0.41%