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
301
$0 ﹤0.01%
+1
302
– –
-100
303
– –
-1,750
304
$0 ﹤0.01%
4
305
– –
0
306
– –
-1,600
307
– –
-82
308
– –
-100
309
– –
-169,888
310
– –
-1
311
– –
-65,381
312
$0 ﹤0.01%
3
9 10 11 12
13