AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$327K
3
+$302K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$288K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$161K

Top Sells

1
+$2.33M
2
+$790K
3
+$434K
4
CDW icon
CDW
CDW
+$417K
5
CSCO icon
Cisco
CSCO
+$323K

Sector Composition

1 Technology 25.18%
2 Financials 15.33%
3 Healthcare 10.58%
4 Industrials 9.97%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K ﹤0.01%
410
227
$18K ﹤0.01%
+1,446
228
$18K ﹤0.01%
1,925
229
$16K ﹤0.01%
80
+40
230
$16K ﹤0.01%
500
231
$16K ﹤0.01%
674
232
$15K ﹤0.01%
130
233
$15K ﹤0.01%
302
234
$15K ﹤0.01%
200
235
$15K ﹤0.01%
2,586
236
$15K ﹤0.01%
75
237
$15K ﹤0.01%
1,057
238
$15K ﹤0.01%
501
239
$15K ﹤0.01%
188
+94
240
$14K ﹤0.01%
80
241
$14K ﹤0.01%
100
242
$14K ﹤0.01%
304
243
$13K ﹤0.01%
300
244
$13K ﹤0.01%
310
245
$13K ﹤0.01%
154
+54
246
$12K ﹤0.01%
200
247
$12K ﹤0.01%
113
248
$11K ﹤0.01%
643
249
$11K ﹤0.01%
221
250
$11K ﹤0.01%
220
8 9
10
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