MAP
Milestone Advisory Partners Portfolio holdings
AUM
$120M
This Quarter Return
+2.96%
1 Year Return
+12.09%
3 Year Return
+19.65%
5 Year Return
+34.75%
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(-19%)
Cap. Flow
-$27.7M
Cap. Flow
% of AUM
-25.51%
Top 10 Holdings %
Top 10 Hldgs %
54.44%
Holding
72
New
2
Increased
17
Reduced
20
Closed
5
Top Buys
Top Sells
| 1 |
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
|
$16.6M |
| 2 |
First Trust Senior Loan Fund ETF
FTSL
|
$12.2M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
$1.78M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$1.64M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$1.15M |
Sector Composition
| 1 | Financials | 2.71% |
| 2 | Technology | 2.66% |
| 3 | Healthcare | 1.13% |
| 4 | Utilities | 0.97% |
| 5 | Industrials | 0.3% |
