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
401
$4K ﹤0.01%
+145
402
$4K ﹤0.01%
+17
403
$4K ﹤0.01%
+151
404
$4K ﹤0.01%
140
405
$3K ﹤0.01%
+57
406
$3K ﹤0.01%
300
407
$3K ﹤0.01%
48
-234
408
$3K ﹤0.01%
+83
409
$3K ﹤0.01%
+26
410
$3K ﹤0.01%
+74
411
$3K ﹤0.01%
+37
412
$3K ﹤0.01%
202
413
$3K ﹤0.01%
845
414
$3K ﹤0.01%
+18
415
$3K ﹤0.01%
+10
416
$3K ﹤0.01%
+51
417
$3K ﹤0.01%
+73
418
$3K ﹤0.01%
+42
419
$3K ﹤0.01%
+16
420
$3K ﹤0.01%
+105
421
$3K ﹤0.01%
+50
422
$2K ﹤0.01%
+34
423
$2K ﹤0.01%
+21
424
$2K ﹤0.01%
223
425
$2K ﹤0.01%
19
15 16
17
18 19