AP

Atwood & Palmer Portfolio holdings

AUM $1.7B
1-Year Est. Return 24.52%
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$713M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$3.65M
3
+$3.4M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.35M
5
ON icon
ON Semiconductor
ON
+$903K

Top Sells

1
+$15.4M
2
+$4.37M
3
+$1.48M
4
AMLP icon
Alerian MLP ETF
AMLP
+$513K
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$434K

Sector Composition

1 Technology 24.27%
2 Financials 16.13%
3 Healthcare 12.72%
4 Industrials 6.19%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K ﹤0.01%
720
227
$20K ﹤0.01%
200
228
$20K ﹤0.01%
1,000
229
$19K ﹤0.01%
700
230
$19K ﹤0.01%
333
231
$19K ﹤0.01%
400
232
$19K ﹤0.01%
350
233
$17K ﹤0.01%
262
234
$17K ﹤0.01%
187
235
$16K ﹤0.01%
410
236
$16K ﹤0.01%
1,057
237
$16K ﹤0.01%
304
238
$15K ﹤0.01%
2,586
239
$15K ﹤0.01%
75
240
$14K ﹤0.01%
300
241
$14K ﹤0.01%
100
242
$14K ﹤0.01%
+3,000
243
$12K ﹤0.01%
469
244
$12K ﹤0.01%
200
245
$12K ﹤0.01%
500
246
$11K ﹤0.01%
96
247
$11K ﹤0.01%
100
248
$10K ﹤0.01%
643
249
$10K ﹤0.01%
207
250
$10K ﹤0.01%
400
8 9
10
11 12