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
151
$161K 0.02%
2,950
-842
152
$159K 0.02%
700
153
$151K 0.01%
6,362
154
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155
$150K 0.01%
617
156
$149K 0.01%
675
157
$148K 0.01%
620
158
$148K 0.01%
6,700
159
$148K 0.01%
4,725
160
$143K 0.01%
7,600
-1,200
161
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2,063
162
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290
+25
163
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5,000
164
$132K 0.01%
825
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165
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3,075
166
$125K 0.01%
2,700
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167
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168
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169
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170
$119K 0.01%
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171
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172
$117K 0.01%
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173
$114K 0.01%
4,700
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174
$111K 0.01%
850
175
$107K 0.01%
1,432
5 6
7
8 9