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
326
$14K ﹤0.01%
200
327
$14K ﹤0.01%
+78
328
$13K ﹤0.01%
+211
329
$13K ﹤0.01%
+345
330
$13K ﹤0.01%
+500
331
$13K ﹤0.01%
213
+206
332
$13K ﹤0.01%
+100
333
$13K ﹤0.01%
25
334
$13K ﹤0.01%
163
335
$13K ﹤0.01%
50
336
$12K ﹤0.01%
238
337
$12K ﹤0.01%
643
338
$12K ﹤0.01%
118
-289
339
$12K ﹤0.01%
+56
340
$12K ﹤0.01%
+1,000
341
$11K ﹤0.01%
600
342
$11K ﹤0.01%
124
+44
343
$11K ﹤0.01%
+522
344
$10K ﹤0.01%
+160
345
$10K ﹤0.01%
680
346
$10K ﹤0.01%
80
347
$10K ﹤0.01%
+154
348
$10K ﹤0.01%
346
+96
349
$10K ﹤0.01%
160
350
$9K ﹤0.01%
400
12 13
14
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