AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+0.67%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$702M
AUM Growth
-$11.3M
(-1.6%)
Cap. Flow
-$8.77M
Cap. Flow
% of AUM
-1.25%
Top 10 Holdings %
Top 10 Hldgs %
42.26%
Holding
306
New
15
Increased
32
Reduced
82
Closed
11
Top Buys
| 1 |
Ovintiv
OVV
|
$10.7M |
| 2 |
Generac Holdings
GNRC
|
$8.79M |
| 3 |
Sony
SONY
|
$8.76M |
| 4 |
Citigroup
C
|
$6.47M |
| 5 |
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
|
$5.04M |
Top Sells
| 1 |
NXP Semiconductors
NXPI
|
$23.1M |
| 2 |
BSWN
VelocityShares VIX Tail Risk ETN
BSWN
|
$12.5M |
| 3 |
Alerian MLP ETF
AMLP
|
$7.25M |
| 4 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$1.7M |
| 5 |
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% |
