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
276
$3K ﹤0.01%
65
277
$3K ﹤0.01%
174
278
$2K ﹤0.01%
96
279
$2K ﹤0.01%
800
280
$2K ﹤0.01%
20
281
$2K ﹤0.01%
750
282
$2K ﹤0.01%
97
283
$2K ﹤0.01%
150
-935,950
284
$1K ﹤0.01%
50
285
$1K ﹤0.01%
10
286
$1K ﹤0.01%
300
287
$1K ﹤0.01%
11
288
$1K ﹤0.01%
20
289
$1K ﹤0.01%
50
290
$1K ﹤0.01%
9
291
– –
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292
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2
293
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294
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295
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296
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297
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298
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299
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300
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12
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