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
$178M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$6.43M
3
+$4.13M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.98M
5
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$2.63M

Top Sells

1
+$19.7M
2
+$4.62M
3
+$3.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.92M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$935K

Sector Composition

1 Financials 1.21%
2 Technology 0.48%
3 Utilities 0.39%
4 Healthcare 0.34%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$246K 0.14%
2,883
52
$241K 0.14%
1,950
53
$241K 0.14%
1,400
54
$218K 0.12%
574
-7
55
– –
-750
56
– –
-3,489
57
– –
-118,990
58
– –
-33,791
59
– –
-2,750
1 2
3