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
101
$545K 0.05%
8,226
102
$511K 0.05%
13,219
+127
103
$509K 0.05%
2,757
+104
104
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4,537
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105
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2,050
106
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2,153
-9,685
107
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5,500
108
$462K 0.04%
1,650
109
$460K 0.04%
5,616
110
$455K 0.04%
2,200
-200
111
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2,846
112
$442K 0.04%
5,871
+551
113
$439K 0.04%
3,662
114
$434K 0.04%
4,889
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115
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11,057
-64
116
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6,426
117
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1,170
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118
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6,850
-1,200
119
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1,387
120
$408K 0.04%
5,681
121
$382K 0.04%
18,500
122
$381K 0.04%
9,025
123
$361K 0.03%
4,000
124
$339K 0.03%
2,625
125
$331K 0.03%
4,548
+333
3 4
5
6 7