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
201
$32K ﹤0.01%
724
-206
202
$32K ﹤0.01%
268
203
$30K ﹤0.01%
1,180
-62,580
204
$29K ﹤0.01%
209
205
$29K ﹤0.01%
350
206
$28K ﹤0.01%
700
207
$27K ﹤0.01%
624
208
$27K ﹤0.01%
125
209
$27K ﹤0.01%
+1,300
210
$25K ﹤0.01%
100
211
$25K ﹤0.01%
1,500
212
$25K ﹤0.01%
+354
213
$25K ﹤0.01%
300
214
$25K ﹤0.01%
+2,500
215
$24K ﹤0.01%
300
216
$24K ﹤0.01%
200
217
$24K ﹤0.01%
155
218
$24K ﹤0.01%
1,925
219
$23K ﹤0.01%
+600
220
$23K ﹤0.01%
250
221
$22K ﹤0.01%
879
222
$21K ﹤0.01%
501
223
$21K ﹤0.01%
350
224
$21K ﹤0.01%
1,000
225
$20K ﹤0.01%
720
7 8
9
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