MAP
Milestone Advisory Partners Portfolio holdings
AUM
$120M
This Quarter Return
+3.15%
1 Year Return
+12.09%
3 Year Return
+19.65%
5 Year Return
+34.75%
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+6.6%)
Cap. Flow
+$8.36M
Cap. Flow
% of AUM
4.47%
Top 10 Holdings %
Top 10 Hldgs %
54.76%
Holding
85
New
30
Increased
15
Reduced
17
Closed
1
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$1.75M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.64M |
| 3 |
Invesco Next Gen Connectivity ETF
KNCT
|
$1.18M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$608K |
| 5 |
VanEck IG Floating Rate ETF
FLTR
|
$588K |
Sector Composition
| 1 | Technology | 1.79% |
| 2 | Financials | 1.45% |
| 3 | Healthcare | 1.25% |
| 4 | Industrials | 0.92% |
| 5 | Consumer Discretionary | 0.87% |
