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
+$224K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.12M
3
+$2.14M
4
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$485K
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$388K

Top Sells

1
+$5.45M
2
+$2.57M
3
+$1.27M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$554K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$283K

Sector Composition

1 Financials 2.01%
2 Technology 1%
3 Healthcare 0.71%
4 Energy 0.31%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
-12,132
53
– –
-90,885
54
– –
-58,824
55
– –
-4,204
56
– –
-11,431
1 2
3