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
126
$197K 0.03%
8,034
-3,166
127
$192K 0.03%
700
128
$192K 0.03%
12,780
129
$181K 0.03%
1,800
130
$173K 0.02%
4,234
-1,066
131
$168K 0.02%
4,928
132
$164K 0.02%
2,500
-1,500
133
$162K 0.02%
1,164
134
$159K 0.02%
10,532
-1,079
135
$152K 0.02%
6,714
136
$149K 0.02%
1,186
137
$140K 0.02%
400
138
$139K 0.02%
11,263
139
$135K 0.02%
1,000
140
$132K 0.02%
1,330
-155
141
$129K 0.02%
850
142
$125K 0.02%
4,200
143
$124K 0.02%
2,600
144
$123K 0.02%
1,582
145
$119K 0.02%
867
-25
146
$116K 0.02%
1,100
147
$113K 0.02%
2,204
+1,160
148
$113K 0.02%
+3,000
149
$112K 0.02%
2,486
-650
150
$110K 0.02%
941
4 5
6
7 8