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
276
$2K ﹤0.01%
96
277
$2K ﹤0.01%
300
278
$2K ﹤0.01%
800
279
$2K ﹤0.01%
+20
280
$2K ﹤0.01%
13
281
$2K ﹤0.01%
750
282
$2K ﹤0.01%
97
283
$1K ﹤0.01%
10
284
$1K ﹤0.01%
11
285
$1K ﹤0.01%
20
286
$1K ﹤0.01%
50
287
$1K ﹤0.01%
9
288
– –
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289
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-300
290
$0 ﹤0.01%
2
291
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-150
292
$0 ﹤0.01%
50
293
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-500
294
– –
-300
295
– –
-10,312
296
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297
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-118
298
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-1,000
299
– –
-1,000
300
– –
-8,800
9 10 11
12
13