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
26
$18.4M 1.77%
363,628
+37,952
27
$17.9M 1.73%
694,218
+14,321
28
$17.5M 1.69%
72,138
-12
29
$16.3M 1.57%
182,989
+2,727
30
$15.1M 1.45%
139,546
+1,800
31
$13.5M 1.3%
54,409
+904
32
$13.5M 1.3%
208,304
+1,293
33
$12.2M 1.18%
318,795
+77,434
34
$11.3M 1.09%
59,395
+834
35
$11M 1.06%
39,348
+543
36
$10.6M 1.02%
453,431
+68,363
37
$10.6M 1.02%
521,051
+5,333
38
$10.4M 1%
411,514
+78,757
39
$10.3M 0.99%
227,727
+4,743
40
$9.55M 0.92%
213,895
+10,957
41
$8.04M 0.77%
322,070
+81,225
42
$7.83M 0.75%
56,338
-977
43
$7.7M 0.74%
37,969
+708
44
$7.53M 0.72%
31,743
-55
45
$7.42M 0.71%
22,937
+407
46
$6.96M 0.67%
301,867
-30,604
47
$6.71M 0.65%
44,256
-100
48
$6.48M 0.62%
306,758
-25,947
49
$6.03M 0.58%
245,400
+67,625
50
$5.77M 0.56%
18,899
-87
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