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
376
$6K ﹤0.01%
75
377
$6K ﹤0.01%
500
378
$6K ﹤0.01%
739
379
$6K ﹤0.01%
25
380
$6K ﹤0.01%
25
381
$6K ﹤0.01%
+102
382
$5K ﹤0.01%
+18
383
$5K ﹤0.01%
200
384
$5K ﹤0.01%
+88
385
$5K ﹤0.01%
+70
386
$5K ﹤0.01%
25
387
$5K ﹤0.01%
+24
388
$5K ﹤0.01%
+340
389
$5K ﹤0.01%
20
390
$5K ﹤0.01%
750
391
$4K ﹤0.01%
+141
392
$4K ﹤0.01%
30
393
$4K ﹤0.01%
76
+65
394
$4K ﹤0.01%
+122
395
$4K ﹤0.01%
+220
396
$4K ﹤0.01%
34
-229
397
$4K ﹤0.01%
+24
398
$4K ﹤0.01%
140
399
$4K ﹤0.01%
169
400
$4K ﹤0.01%
+65
14 15
16
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