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
76
$1.05M 0.1%
5,600
-100
77
$1.05M 0.1%
13,624
-33
78
$997K 0.1%
17,852
+73
79
$995K 0.1%
19,872
+10,577
80
$973K 0.09%
12,867
+400
81
$905K 0.09%
24,975
+1,317
82
$897K 0.09%
14,216
+300
83
$836K 0.08%
8,350
-1,000
84
$834K 0.08%
6,546
-148
85
$765K 0.07%
10,906
+74
86
$748K 0.07%
2,000
87
$743K 0.07%
14,522
+114
88
$710K 0.07%
2,250
89
$696K 0.07%
3,103
+95
90
$678K 0.07%
2,924
+224
91
$656K 0.06%
15,000
92
$637K 0.06%
6,894
93
$633K 0.06%
4,774
+24
94
$607K 0.06%
11,507
95
$605K 0.06%
12,031
+400
96
$604K 0.06%
3,000
97
$598K 0.06%
2,685
98
$597K 0.06%
2,000
-800
99
$574K 0.06%
11,300
-1,500
100
$545K 0.05%
1,370
+391
2 3
4
5 6