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
351
$9K ﹤0.01%
+172
352
$9K ﹤0.01%
203
-776
353
$9K ﹤0.01%
280
354
$9K ﹤0.01%
75
355
$9K ﹤0.01%
902
356
$9K ﹤0.01%
2,500
357
$9K ﹤0.01%
+100
358
$9K ﹤0.01%
39
359
$9K ﹤0.01%
46
+21
360
$9K ﹤0.01%
30
361
$8K ﹤0.01%
134
362
$8K ﹤0.01%
295
-710
363
$8K ﹤0.01%
+146
364
$8K ﹤0.01%
2,000
365
$8K ﹤0.01%
640
366
$8K ﹤0.01%
1,000
367
$7K ﹤0.01%
100
368
$7K ﹤0.01%
+78
369
$7K ﹤0.01%
50
370
$7K ﹤0.01%
236
371
$7K ﹤0.01%
+175
372
$7K ﹤0.01%
200
373
$7K ﹤0.01%
131
374
$6K ﹤0.01%
+280
375
$6K ﹤0.01%
+17
13 14
15
16 17