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
51
$5.51M 0.53%
254,573
-4,689
52
$4.34M 0.42%
199,429
-248
53
$4.08M 0.39%
24,822
+82
54
$3.62M 0.35%
26,719
+408
55
$3.15M 0.3%
142,270
+20,050
56
$2.63M 0.25%
18,265
+370
57
$2.63M 0.25%
118,790
+27,200
58
$2.6M 0.25%
22,900
-710
59
$2.58M 0.25%
60,175
60
$2.49M 0.24%
+43,995
61
$2.39M 0.23%
23,140
62
$2.38M 0.23%
40,910
-5,460
63
$2.36M 0.23%
+71,795
64
$2.12M 0.2%
26,900
65
$1.8M 0.17%
12,700
66
$1.77M 0.17%
7,500
+11
67
$1.77M 0.17%
31,948
-450
68
$1.63M 0.16%
4,102
-612
69
$1.46M 0.14%
23,217
70
$1.39M 0.13%
40,600
71
$1.26M 0.12%
12,887
72
$1.24M 0.12%
8,149
+36
73
$1.17M 0.11%
7,580
74
$1.11M 0.11%
4,362
75
$1.1M 0.11%
37,332
1 2
3
4 5