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
251
$10K ﹤0.01%
100
252
$10K ﹤0.01%
150
253
$10K ﹤0.01%
136
254
$9K ﹤0.01%
500
255
$9K ﹤0.01%
640
256
$8K ﹤0.01%
280
257
$7K ﹤0.01%
100
258
$7K ﹤0.01%
112
259
$7K ﹤0.01%
205
260
$7K ﹤0.01%
100
261
$7K ﹤0.01%
150
262
$6K ﹤0.01%
250
263
$6K ﹤0.01%
300
264
$6K ﹤0.01%
845
265
$6K ﹤0.01%
84
266
– –
0
267
$5K ﹤0.01%
200
268
$5K ﹤0.01%
135
-15
269
$5K ﹤0.01%
100
270
$4K ﹤0.01%
200
271
$4K ﹤0.01%
104
-208
272
$4K ﹤0.01%
100
273
$3K ﹤0.01%
200
274
$3K ﹤0.01%
65
275
$3K ﹤0.01%
174
9 10
11
12 13