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
51
$2.1M 0.3%
53,050
+3,255
52
$2.09M 0.3%
29,100
-12,200
53
$1.8M 0.26%
34,680
-880
54
$1.77M 0.25%
34,986
-2,415
55
$1.74M 0.25%
57,525
-1,550
56
$1.7M 0.24%
21,436
-4,000
57
$1.46M 0.21%
13,405
+625
58
$1.4M 0.2%
17,717
-120
59
$1.33M 0.19%
9,055
-314
60
$1.24M 0.18%
50,375
+9,275
61
$1.22M 0.17%
4,650
-1,300
62
$1.2M 0.17%
10,947
63
$1.2M 0.17%
10,550
-650
64
$1.16M 0.17%
18,600
+300
65
$1.11M 0.16%
21,278
-3,000
66
$1.06M 0.15%
24,873
-2,361
67
$975K 0.14%
13,550
68
$944K 0.13%
13,040
-120
69
$907K 0.13%
4,545
-277
70
$794K 0.11%
12,887
71
$784K 0.11%
12,396
-224
72
$762K 0.11%
18,656
-800
73
$706K 0.1%
13,575
-900
74
$655K 0.09%
19,440
75
$644K 0.09%
5,650
1 2
3
4 5