AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+6.47%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.19B
AUM Growth
+$74.2M
(+6.6%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
32.41%
Holding
470
New
38
Increased
92
Reduced
66
Closed
12
Top Buys
| 1 |
Regeneron Pharmaceuticals
REGN
|
$7.86M |
| 2 |
First Trust Nasdaq Oil & Gas ETF
FTXN
|
$1.64M |
| 3 |
AAM Low Duration Preferred and Income Securities ETF
PFLD
|
$1.33M |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
$1.09M |
| 5 |
Amgen
AMGN
|
$777K |
Top Sells
| 1 |
First Trust Technology AlphaDEX Fund
FXL
|
$1.79M |
| 2 |
ON Semiconductor
ON
|
$616K |
| 3 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$607K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$456K |
| 5 |
Sempra
SRE
|
$310K |
Sector Composition
| 1 | Technology | 17.2% |
| 2 | Healthcare | 14.52% |
| 3 | Financials | 11.62% |
| 4 | Industrials | 11.03% |
| 5 | Consumer Discretionary | 6.18% |
