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
426
$2K ﹤0.01%
48
427
$2K ﹤0.01%
+65
428
$2K ﹤0.01%
20
429
$2K ﹤0.01%
5
430
$1K ﹤0.01%
+13
431
$1K ﹤0.01%
+23
432
$1K ﹤0.01%
2
433
$1K ﹤0.01%
50
434
$1K ﹤0.01%
5
435
$1K ﹤0.01%
50
436
$1K ﹤0.01%
16
437
$1K ﹤0.01%
4
438
– –
-175
439
– –
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440
– –
-150
441
– –
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442
– –
-31
443
$0 ﹤0.01%
20
444
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445
– –
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446
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8
447
– –
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448
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-400
449
– –
-261
450
– –
-312
15 16 17
18
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