AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
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
+$25.1M
2
+$2.94M
3
+$2.35M
4
FTXR icon
First Trust Nasdaq Transportation ETF
FTXR
+$2.2M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$2.02M

Top Sells

1
+$16.9M
2
+$7.23M
3
+$2.15M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.63M
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%
203
-776
352
$9K ﹤0.01%
280
353
$9K ﹤0.01%
75
354
$9K ﹤0.01%
902
355
$9K ﹤0.01%
2,500
356
$9K ﹤0.01%
+100
357
$9K ﹤0.01%
39
358
$9K ﹤0.01%
30
359
$9K ﹤0.01%
400
360
$9K ﹤0.01%
46
+21
361
$8K ﹤0.01%
+146
362
$8K ﹤0.01%
2,000
363
$8K ﹤0.01%
640
364
$8K ﹤0.01%
1,000
365
$8K ﹤0.01%
134
366
$8K ﹤0.01%
295
-710
367
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100
368
$7K ﹤0.01%
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369
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50
370
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371
$7K ﹤0.01%
200
372
$7K ﹤0.01%
131
373
$7K ﹤0.01%
+175
374
$6K ﹤0.01%
+280
375
$6K ﹤0.01%
+17
13 14
15
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