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
126
$328K 0.03%
6,060
+47
127
$309K 0.03%
4,512
128
$308K 0.03%
8,330
+80
129
$292K 0.03%
5,333
-1,092
130
$285K 0.03%
1,315
-75
131
$264K 0.03%
1,000
132
$255K 0.02%
1,164
133
$249K 0.02%
3,766
-300
134
$241K 0.02%
2,150
135
$239K 0.02%
2,371
136
$228K 0.02%
1,032
137
$225K 0.02%
4,742
138
$221K 0.02%
12,480
139
$210K 0.02%
9,125
+6,025
140
$201K 0.02%
1,490
141
$200K 0.02%
1,558
-10
142
$198K 0.02%
1,500
143
$195K 0.02%
2,594
144
$191K 0.02%
5,000
145
$186K 0.02%
867
-92
146
$185K 0.02%
497
147
$181K 0.02%
5,940
148
$180K 0.02%
2,000
149
$175K 0.02%
3,014
+214
150
$167K 0.02%
+7,375
4 5
6
7 8