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
$190M
AUM Growth
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$4.06M
3
+$3.32M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.95M
5
FIW icon
First Trust Water ETF
FIW
+$2.1M

Top Sells

1
+$14.4M
2
+$4.63M
3
+$3.75M
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$3.35M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$3.33M

Sector Composition

1 Technology 1.85%
2 Financials 1.45%
3 Healthcare 1.32%
4 Consumer Discretionary 0.78%
5 Industrials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$383K 0.2%
3,386
52
$379K 0.2%
2,300
53
$376K 0.2%
5,880
54
$372K 0.2%
3,276
55
$368K 0.19%
3,726
56
$367K 0.19%
3,500
57
$351K 0.19%
+5,221
58
$340K 0.18%
4,621
59
$340K 0.18%
4,938
+2
60
$339K 0.18%
1,253
61
$337K 0.18%
1,950
62
$329K 0.17%
792
63
$327K 0.17%
1,400
64
$324K 0.17%
1,834
65
$314K 0.17%
3,731
66
$304K 0.16%
3,542
67
$301K 0.16%
3,125
68
$296K 0.16%
3,730
69
$291K 0.15%
7,400
70
$284K 0.15%
4,648
71
$281K 0.15%
5,418
72
$277K 0.15%
4,622
-6,262
73
$261K 0.14%
4,530
74
$260K 0.14%
2,618
75
$259K 0.14%
+2,893
1 2
3
4