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
$702M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.79M
3
+$8.76M
4
C icon
Citigroup
C
+$6.47M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$5.04M

Top Sells

1
+$23.1M
2
+$12.5M
3
+$7.25M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.7M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.59M

Sector Composition

1 Technology 23.21%
2 Financials 17.29%
3 Healthcare 12.41%
4 Industrials 7.61%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K ﹤0.01%
200
227
$19K ﹤0.01%
1,334
-4,866
228
$19K ﹤0.01%
333
229
$19K ﹤0.01%
1,050
230
$18K ﹤0.01%
410
231
$18K ﹤0.01%
500
232
$18K ﹤0.01%
302
233
$18K ﹤0.01%
200
-125
234
$18K ﹤0.01%
400
235
$18K ﹤0.01%
434
-116
236
$18K ﹤0.01%
304
237
$16K ﹤0.01%
1,057
238
$16K ﹤0.01%
187
239
$16K ﹤0.01%
75
240
$15K ﹤0.01%
262
241
$15K ﹤0.01%
200
-318
242
$15K ﹤0.01%
500
243
$14K ﹤0.01%
100
244
$13K ﹤0.01%
+350
245
$13K ﹤0.01%
300
246
$13K ﹤0.01%
2,586
247
$12K ﹤0.01%
200
-1,250
248
$12K ﹤0.01%
100
249
$11K ﹤0.01%
200
250
$11K ﹤0.01%
3,000
8 9
10
11 12