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
251
$11K ﹤0.01%
+600
252
$11K ﹤0.01%
234
253
$11K ﹤0.01%
90
254
$10K ﹤0.01%
280
255
$9K ﹤0.01%
250
256
$9K ﹤0.01%
112
257
$9K ﹤0.01%
100
-70
258
$9K ﹤0.01%
+155
259
$9K ﹤0.01%
150
260
$8K ﹤0.01%
250
261
$8K ﹤0.01%
207
262
$8K ﹤0.01%
115
263
$8K ﹤0.01%
221
264
$8K ﹤0.01%
39
265
$8K ﹤0.01%
111
+46
266
$8K ﹤0.01%
+129
267
$8K ﹤0.01%
640
268
$7K ﹤0.01%
75
269
$7K ﹤0.01%
84
270
$7K ﹤0.01%
80
271
$7K ﹤0.01%
176
+96
272
$7K ﹤0.01%
+259
273
$7K ﹤0.01%
+365
274
$7K ﹤0.01%
120
275
$7K ﹤0.01%
57
9 10
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