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
251
$31K ﹤0.01%
500
252
$31K ﹤0.01%
448
253
$30K ﹤0.01%
290
+190
254
$29K ﹤0.01%
150
255
$29K ﹤0.01%
405
+55
256
$29K ﹤0.01%
1,925
257
$29K ﹤0.01%
200
258
$28K ﹤0.01%
927
259
$28K ﹤0.01%
+1,200
260
$28K ﹤0.01%
200
261
$28K ﹤0.01%
450
+50
262
$28K ﹤0.01%
121
263
$27K ﹤0.01%
40
264
$27K ﹤0.01%
+500
265
$27K ﹤0.01%
264
+15
266
$26K ﹤0.01%
473
267
$26K ﹤0.01%
333
268
$26K ﹤0.01%
500
269
$25K ﹤0.01%
+400
270
$25K ﹤0.01%
390
271
$25K ﹤0.01%
879
272
$24K ﹤0.01%
533
273
$24K ﹤0.01%
450
274
$24K ﹤0.01%
200
275
$24K ﹤0.01%
+518
9 10
11
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