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
201
$31K ﹤0.01%
325
202
$31K ﹤0.01%
350
203
$31K ﹤0.01%
268
204
$28K ﹤0.01%
125
205
$28K ﹤0.01%
1,925
206
$27K ﹤0.01%
624
-2,000
207
$27K ﹤0.01%
200
208
$27K ﹤0.01%
175
-275
209
$27K ﹤0.01%
155
210
$26K ﹤0.01%
150
211
$26K ﹤0.01%
300
212
$25K ﹤0.01%
300
213
$25K ﹤0.01%
100
214
$24K ﹤0.01%
1,386
215
$24K ﹤0.01%
879
216
$24K ﹤0.01%
1,500
217
$23K ﹤0.01%
250
218
$22K ﹤0.01%
501
219
$22K ﹤0.01%
1,050
220
$22K ﹤0.01%
550
221
$21K ﹤0.01%
500
222
$21K ﹤0.01%
252
223
$21K ﹤0.01%
350
224
$21K ﹤0.01%
484
225
$21K ﹤0.01%
302
7 8
9
10 11