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
$713M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$3.65M
3
+$3.4M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.35M
5
ON icon
ON Semiconductor
ON
+$903K

Top Sells

1
+$15.4M
2
+$4.37M
3
+$1.48M
4
AMLP icon
Alerian MLP ETF
AMLP
+$513K
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$434K

Sector Composition

1 Technology 24.27%
2 Financials 16.13%
3 Healthcare 12.72%
4 Industrials 6.19%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.28%
27,290
-6,030
52
$1.96M 0.28%
66,815
-5,435
53
$1.86M 0.26%
35,560
54
$1.8M 0.25%
59,075
-400
55
$1.7M 0.24%
80,400
+13,800
56
$1.66M 0.23%
63,760
-6,020
57
$1.59M 0.22%
5,950
58
$1.53M 0.22%
12,780
59
$1.47M 0.21%
24,278
-2,500
60
$1.43M 0.2%
17,837
61
$1.37M 0.19%
9,369
+244
62
$1.31M 0.18%
11,200
-1,050
63
$1.31M 0.18%
18,300
-100
64
$1.17M 0.16%
11,100
-100
65
$1.17M 0.16%
10,947
66
$1.08M 0.15%
27,234
-6
67
$1.04M 0.15%
13,550
68
$1.02M 0.14%
41,100
+3,300
69
$956K 0.13%
4,822
-278
70
$877K 0.12%
12,887
71
$773K 0.11%
12,620
72
$770K 0.11%
13,160
+5,520
73
$760K 0.11%
19,456
-1,540
74
$752K 0.11%
14,475
-600
75
$707K 0.1%
5,650
-100
1 2
3
4 5