MAP
Milestone Advisory Partners Portfolio holdings
AUM
$120M
1-Year Return
12.09%
This Quarter Return
+5%
1 Year Return
+12.09%
3 Year Return
+19.65%
5 Year Return
+34.75%
10 Year Return
–
AUM
$190M
AUM Growth
+$2.8M
(+1.5%)
Cap. Flow
-$4.99M
Cap. Flow
% of AUM
-2.63%
Top 10 Holdings %
Top 10 Hldgs %
53.31%
Holding
97
New
13
Increased
17
Reduced
20
Closed
12
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$4.19M |
| 2 |
Vanguard US Quality Factor ETF
VFQY
|
$4.06M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$3.32M |
| 4 |
Vanguard Consumer Discretionary ETF
VCR
|
$2.95M |
| 5 |
First Trust Water ETF
FIW
|
$2.1M |
Top Sells
Sector Composition
| 1 | Technology | 1.85% |
| 2 | Financials | 1.45% |
| 3 | Healthcare | 1.32% |
| 4 | Consumer Discretionary | 0.78% |
| 5 | Industrials | 0.46% |
