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
$740M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.9M
3
+$2.08M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2M
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$528K

Top Sells

1
+$17.1M
2
+$7.17M
3
+$6.94M
4
CE icon
Celanese
CE
+$5.15M
5
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$5.09M

Sector Composition

1 Technology 17.85%
2 Healthcare 15.39%
3 Financials 12.79%
4 Industrials 11.9%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K ﹤0.01%
280
277
$7K ﹤0.01%
75
278
$7K ﹤0.01%
39
279
$7K ﹤0.01%
160
280
$6K ﹤0.01%
19
281
$6K ﹤0.01%
30
282
$6K ﹤0.01%
100
283
$6K ﹤0.01%
117
284
$5K ﹤0.01%
+100
285
$5K ﹤0.01%
2,800
286
$5K ﹤0.01%
80
287
$5K ﹤0.01%
25
288
$5K ﹤0.01%
131
289
$5K ﹤0.01%
1,000
290
$5K ﹤0.01%
640
291
$5K ﹤0.01%
2,500
292
$4K ﹤0.01%
200
293
$4K ﹤0.01%
73
294
$4K ﹤0.01%
20
295
$4K ﹤0.01%
750
296
$4K ﹤0.01%
250
297
$3K ﹤0.01%
200
298
$3K ﹤0.01%
20
299
$3K ﹤0.01%
739
300
$3K ﹤0.01%
25
-20
10 11
12
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