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
301
$19K ﹤0.01%
125
302
$19K ﹤0.01%
+1,142
303
$19K ﹤0.01%
60
-40
304
$19K ﹤0.01%
+119
305
$18K ﹤0.01%
302
306
$18K ﹤0.01%
155
307
$17K ﹤0.01%
5,000
308
$17K ﹤0.01%
330
309
$17K ﹤0.01%
350
310
$17K ﹤0.01%
113
311
$17K ﹤0.01%
+326
312
$16K ﹤0.01%
500
313
$16K ﹤0.01%
+200
314
$16K ﹤0.01%
747
+177
315
$16K ﹤0.01%
+4,000
316
$16K ﹤0.01%
250
317
$15K ﹤0.01%
300
318
$15K ﹤0.01%
+400
319
$15K ﹤0.01%
+59
320
$15K ﹤0.01%
+200
321
$14K ﹤0.01%
146
322
$14K ﹤0.01%
500
323
$14K ﹤0.01%
1,400
-2,000
324
$14K ﹤0.01%
201
-4
325
$14K ﹤0.01%
40
11 12
13
14 15