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
$713M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$3.65M
3
+$3.4M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.35M
5
ON icon
ON Semiconductor
ON
+$903K

Top Sells

1
+$15.4M
2
+$4.37M
3
+$1.48M
4
AMLP icon
Alerian MLP ETF
AMLP
+$513K
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$434K

Sector Composition

1 Technology 24.27%
2 Financials 16.13%
3 Healthcare 12.72%
4 Industrials 6.19%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$107K 0.02%
6,200
152
$107K 0.02%
1,600
153
$106K 0.01%
2,721
154
$104K 0.01%
386
155
$102K 0.01%
1,100
156
$97K 0.01%
1,200
157
$96K 0.01%
3,650
158
$91K 0.01%
1,527
159
$91K 0.01%
1,100
-4,000
160
$88K 0.01%
770
161
$87K 0.01%
+4,550
162
$87K 0.01%
1,685
163
$85K 0.01%
455
164
$84K 0.01%
801
-1
165
$83K 0.01%
500
166
$83K 0.01%
1,450
167
$77K 0.01%
763
168
$73K 0.01%
868
169
$71K 0.01%
1,200
170
$71K 0.01%
1,450
171
$70K 0.01%
2,000
172
$60K 0.01%
1,425
173
$60K 0.01%
400
174
$59K 0.01%
1,100
175
$58K 0.01%
750
5 6
7
8 9