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
76
$622K 0.09%
13,600
77
$620K 0.09%
5,300
-197,785
78
$577K 0.08%
6,327
79
$574K 0.08%
13,215
80
$571K 0.08%
5,745
-5,355
81
$545K 0.08%
3,532
+305
82
$480K 0.07%
12,732
-192
83
$453K 0.06%
15,092
-1,232
84
$445K 0.06%
8,000
85
$427K 0.06%
2,729
86
$423K 0.06%
4,000
87
$419K 0.06%
3,262
88
$412K 0.06%
4,350
-400
89
$404K 0.06%
2,740
90
$385K 0.05%
2,250
91
$383K 0.05%
2,850
92
$371K 0.05%
5,736
93
$370K 0.05%
5,400
-400
94
$369K 0.05%
6,356
-950
95
$349K 0.05%
2,250
96
$347K 0.05%
4,792
-50
97
$344K 0.05%
18,500
98
$339K 0.05%
2,500
-793
99
$334K 0.05%
6,750
-1,000
100
$332K 0.05%
2,400
2 3
4
5 6