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
$164M
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$712K
3
+$676K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$606K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$380K

Top Sells

1
+$597K
2
+$423K
3
+$103K
4
RTN
Raytheon Company
RTN
+$1.74K

Sector Composition

1 Financials 2.05%
2 Healthcare 0.47%
3 Technology 0.46%
4 Utilities 0.39%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.14%
+7,912
52
$215K 0.13%
+750
53
$211K 0.13%
+581
54
$211K 0.13%
2,750
55
$205K 0.12%
+3,548
56
– –
-1,282
1 2
3