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
$185M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$5.32M
3
+$4M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$2.6M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$2.52M

Top Sells

1
+$7.33M
2
+$6.23M
3
+$4.48M
4
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$3.81M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.38M

Sector Composition

1 Technology 2.2%
2 Financials 1.96%
3 Healthcare 1.01%
4 Utilities 0.78%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,332
102
– –
-895
103
– –
-2,893
104
– –
-3,690
1 2 3 4
5