AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$327K
3
+$302K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$288K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$161K

Top Sells

1
+$2.33M
2
+$790K
3
+$434K
4
CDW icon
CDW
CDW
+$417K
5
CSCO icon
Cisco
CSCO
+$323K

Sector Composition

1 Technology 25.18%
2 Financials 15.33%
3 Healthcare 10.58%
4 Industrials 9.97%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45K 0.01%
922
177
$44K 0.01%
400
178
$44K 0.01%
400
179
$43K 0.01%
452
180
$43K 0.01%
300
181
$43K 0.01%
2,500
182
$42K 0.01%
1,811
183
$40K 0.01%
150
184
$40K 0.01%
289
185
$39K 0.01%
500
186
$39K 0.01%
1,500
187
$38K 0.01%
700
188
$38K 0.01%
652
189
$38K 0.01%
600
190
$37K 0.01%
825
191
$35K 0.01%
423
192
$35K 0.01%
1,000
193
$34K ﹤0.01%
5,000
194
$34K ﹤0.01%
390
195
$33K ﹤0.01%
994
196
$32K ﹤0.01%
350
197
$31K ﹤0.01%
720
198
$30K ﹤0.01%
2,268
199
$29K ﹤0.01%
351
200
$28K ﹤0.01%
1,000
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8
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