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
$170M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$16.7M
3
+$16.1M
4
SIRI icon
SiriusXM
SIRI
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.63M

Top Sells

1
+$29.4M
2
+$19.7M
3
+$11.6M
4
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$7.55M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$4.86M

Sector Composition

1 Communication Services 8.63%
2 Financials 1.02%
3 Technology 0.89%
4 Consumer Staples 0.73%
5 Utilities 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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57
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58
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59
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60
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61
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