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
101
$332K 0.05%
2,260
+560
102
$324K 0.05%
1,500
103
$318K 0.05%
3,350
104
$318K 0.05%
6,318
105
$317K 0.05%
100,000
106
$307K 0.04%
5,152
107
$282K 0.04%
4,700
108
$278K 0.04%
5,940
-154,804
109
$273K 0.04%
4,000
110
$269K 0.04%
5,500
-100
111
$266K 0.04%
1,452
112
$266K 0.04%
4,800
113
$255K 0.04%
16,000
114
$254K 0.04%
1,587
-486
115
$250K 0.04%
8,277
116
$234K 0.03%
4,506
-2,384
117
$225K 0.03%
4,881
118
$225K 0.03%
3,000
119
$221K 0.03%
1,000
120
$220K 0.03%
6,296
121
$216K 0.03%
1,500
122
$214K 0.03%
9,000
123
$211K 0.03%
4,100
-121
124
$206K 0.03%
2,000
-1,000
125
$203K 0.03%
2,043
3 4
5
6 7