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
$134M
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$622K
3
+$517K
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$370K
5
IAK icon
iShares US Insurance ETF
IAK
+$295K

Top Sells

1
+$2.86M
2
+$1.52M
3
+$1.29M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.13M
5
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$873K

Sector Composition

1 Financials 2.13%
2 Technology 1.78%
3 Healthcare 0.98%
4 Utilities 0.85%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-645
77
– –
-13,952
78
– –
-3,420
1 2 3
4