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
$702M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.79M
3
+$8.76M
4
C icon
Citigroup
C
+$6.47M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$5.04M

Top Sells

1
+$23.1M
2
+$12.5M
3
+$7.25M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.7M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.59M

Sector Composition

1 Technology 23.21%
2 Financials 17.29%
3 Healthcare 12.41%
4 Industrials 7.61%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.89M 1.41%
393,538
-34,924
27
$8.79M 1.25%
+191,540
28
$8.76M 1.25%
+906,250
29
$8.69M 1.24%
414,246
+960
30
$8.33M 1.19%
342,610
+2,321
31
$8.09M 1.15%
382,771
-44,097
32
$7.52M 1.07%
145,060
-5,300
33
$7.12M 1.01%
338,033
+9,388
34
$7.05M 1.01%
148,097
+15,132
35
$6.59M 0.94%
131,625
+42,750
36
$6.47M 0.92%
+95,885
37
$6.24M 0.89%
256,419
+9,697
38
$5.8M 0.83%
47,956
39
$4.27M 0.61%
89,529
+19,932
40
$4.16M 0.59%
37,762
41
$3.75M 0.54%
29,290
-1,076
42
$3.56M 0.51%
124,104
+7,851
43
$3.38M 0.48%
77,185
-1,505
44
$3.25M 0.46%
18,249
-300
45
$2.44M 0.35%
20,210
+815
46
$2.35M 0.33%
31,444
-15,000
47
$2.21M 0.31%
29,030
+1,740
48
$2.15M 0.31%
39,035
+38,335
49
$2.11M 0.3%
12,381
50
$2.11M 0.3%
71,510
+4,695
1
2
3 4 5