MAP
Milestone Advisory Partners Portfolio holdings
AUM
$120M
This Quarter Return
-4.56%
1 Year Return
+12.09%
3 Year Return
+19.65%
5 Year Return
+34.75%
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+8%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
12.51%
Top 10 Holdings %
Top 10 Hldgs %
64.14%
Holding
75
New
4
Increased
20
Reduced
17
Closed
7
Top Buys
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$1.76M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.45M |
| 3 |
iShares US Basic Materials ETF
IYM
|
$1.27M |
| 4 |
VanEck IG Floating Rate ETF
FLTR
|
$1.21M |
| 5 |
iShares US Oil Equipment & Services ETF
IEZ
|
$1.19M |
Sector Composition
| 1 | Financials | 2.23% |
| 2 | Technology | 2.15% |
| 3 | Utilities | 0.99% |
| 4 | Healthcare | 0.72% |
| 5 | Communication Services | 0.32% |
