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
251
$10K ﹤0.01%
643
252
$10K ﹤0.01%
207
253
$10K ﹤0.01%
100
254
$10K ﹤0.01%
500
255
$10K ﹤0.01%
150
256
$9K ﹤0.01%
400
257
$9K ﹤0.01%
136
258
$8K ﹤0.01%
280
259
$8K ﹤0.01%
+250
260
$8K ﹤0.01%
640
261
$8K ﹤0.01%
+200
262
$8K ﹤0.01%
150
263
$7K ﹤0.01%
112
264
$7K ﹤0.01%
205
265
$6K ﹤0.01%
250
266
$6K ﹤0.01%
300
267
$6K ﹤0.01%
84
268
$6K ﹤0.01%
200
269
$5K ﹤0.01%
200
270
$5K ﹤0.01%
100
271
$5K ﹤0.01%
135
272
$4K ﹤0.01%
+40
273
$4K ﹤0.01%
845
274
$4K ﹤0.01%
100
275
$4K ﹤0.01%
100
9 10
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