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
$175M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$7.79M
3
+$4.13M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.47M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.17M

Top Sells

1
+$11.9M
2
+$8.43M
3
+$6.5M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.04M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$3.36M

Sector Composition

1 Financials 1.24%
2 Technology 1.14%
3 Utilities 0.39%
4 Healthcare 0.37%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$282K 0.16%
5,418
52
$279K 0.16%
1,253
-79
53
$273K 0.16%
4,649
54
$249K 0.14%
750
55
$218K 0.12%
1,340
1 2
3