AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
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
+$11.5M
2
+$9.1M
3
+$8.93M
4
C icon
Citigroup
C
+$7.21M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$5.06M

Top Sells

1
+$23.9M
2
+$13.3M
3
+$8.28M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.7M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.57M

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%
750
279
$2K ﹤0.01%
96
280
$2K ﹤0.01%
800
281
$2K ﹤0.01%
80
282
$2K ﹤0.01%
97
283
$2K ﹤0.01%
150
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284
$1K ﹤0.01%
9
285
$1K ﹤0.01%
50
286
$1K ﹤0.01%
10
287
$1K ﹤0.01%
300
288
$1K ﹤0.01%
11
289
$1K ﹤0.01%
20
290
$1K ﹤0.01%
50
291
– –
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292
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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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3
300
$0 ﹤0.01%
2
9 10 11
12
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