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
$1.04B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$2.97M
3
+$2.49M
4
FTXR icon
First Trust Nasdaq Transportation ETF
FTXR
+$2.36M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$2.03M

Top Sells

1
+$18.8M
2
+$7.23M
3
+$2.11M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.52M
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$706K

Sector Composition

1 Technology 15.9%
2 Financials 13.52%
3 Industrials 12.61%
4 Healthcare 11.77%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K ﹤0.01%
393
-166
227
$44K ﹤0.01%
922
228
$43K ﹤0.01%
150
229
$42K ﹤0.01%
1,144
230
$42K ﹤0.01%
1,290
231
$42K ﹤0.01%
+100
232
$41K ﹤0.01%
300
233
$41K ﹤0.01%
681
234
$40K ﹤0.01%
500
235
$39K ﹤0.01%
837
236
$38K ﹤0.01%
306
+100
237
$38K ﹤0.01%
600
238
$37K ﹤0.01%
400
239
$37K ﹤0.01%
+248
240
$37K ﹤0.01%
2,664
241
$37K ﹤0.01%
+1,500
242
$36K ﹤0.01%
230
+100
243
$36K ﹤0.01%
+668
244
$35K ﹤0.01%
1,250
245
$34K ﹤0.01%
500
-200
246
$34K ﹤0.01%
+300
247
$33K ﹤0.01%
+200
248
$32K ﹤0.01%
519
249
$31K ﹤0.01%
+584
250
$31K ﹤0.01%
+1,000
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