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
$123M
AUM Growth
-$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$4.29M
3
+$2.64M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$799K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$792K

Top Sells

1
+$16M
2
+$4.93M
3
+$3.11M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.8M
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$2.69M

Sector Composition

1 Financials 2.47%
2 Technology 2.38%
3 Healthcare 1.22%
4 Utilities 1.14%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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80
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-1,628
81
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82
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83
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-3,719
84
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-3,678
85
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-1,708
1 2 3
4