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
151
$109K 0.02%
2,550
152
$104K 0.01%
1,348
+1,096
153
$103K 0.01%
3,500
-1,050
154
$102K 0.01%
1,600
155
$93K 0.01%
3,650
156
$89K 0.01%
1,075
-1,500
157
$88K 0.01%
1,500
-27
158
$88K 0.01%
332
-54
159
$87K 0.01%
770
160
$86K 0.01%
455
161
$84K 0.01%
1,685
162
$83K 0.01%
1,100
163
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500
164
$74K 0.01%
1,100
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165
$74K 0.01%
4,000
166
$73K 0.01%
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167
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2,000
168
$68K 0.01%
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169
$67K 0.01%
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170
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171
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172
$62K 0.01%
601
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173
$60K 0.01%
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174
$60K 0.01%
400
175
$58K 0.01%
400
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