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
$144M
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$5.21M
3
+$4.88M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.35M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.22M

Top Sells

1
+$29.2M
2
+$8.56M
3
+$5.87M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.92M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2.84M

Sector Composition

1 Financials 0.78%
2 Technology 0.77%
3 Healthcare 0.68%
4 Utilities 0.42%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,386
52
– –
-52,872
53
– –
-4,536
54
– –
-6,051
55
– –
-7,429
56
– –
-1,347
57
– –
-137,260
58
– –
-1,346
1 2
3