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
176
$58K 0.01%
1,985
177
$57K 0.01%
400
178
$57K 0.01%
4,000
+2,000
179
$55K 0.01%
+1,044
180
$55K 0.01%
1,050
181
$52K 0.01%
150
182
$45K 0.01%
922
183
$45K 0.01%
930
184
$45K 0.01%
550
185
$45K 0.01%
500
186
$44K 0.01%
518
187
$42K 0.01%
2,500
188
$40K 0.01%
400
189
$40K 0.01%
388
190
$38K 0.01%
1,000
191
$38K 0.01%
500
192
$37K 0.01%
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193
$37K 0.01%
600
194
$36K 0.01%
+700
195
$36K 0.01%
350
196
$34K ﹤0.01%
5,000
197
$34K ﹤0.01%
912
198
$33K ﹤0.01%
351
199
$32K ﹤0.01%
500
200
$31K ﹤0.01%
209
6 7
8
9 10