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
276
$24K ﹤0.01%
600
277
$23K ﹤0.01%
410
278
$23K ﹤0.01%
102
279
$23K ﹤0.01%
+143
280
$23K ﹤0.01%
262
281
$23K ﹤0.01%
720
282
$23K ﹤0.01%
200
283
$23K ﹤0.01%
+600
284
$23K ﹤0.01%
+363
285
$22K ﹤0.01%
700
286
$22K ﹤0.01%
438
+36
287
$21K ﹤0.01%
+349
288
$21K ﹤0.01%
+270
289
$21K ﹤0.01%
225
290
$21K ﹤0.01%
125
291
$21K ﹤0.01%
+764
292
$20K ﹤0.01%
70
293
$20K ﹤0.01%
+324
294
$20K ﹤0.01%
665
295
$20K ﹤0.01%
525
296
$20K ﹤0.01%
104
297
$20K ﹤0.01%
800
298
$20K ﹤0.01%
+400
299
$19K ﹤0.01%
100
300
$19K ﹤0.01%
1,057
10 11
12
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