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
201
$70K 0.01%
317
+17
202
$69K 0.01%
1,800
203
$65K 0.01%
888
+364
204
$64K 0.01%
351
205
$64K 0.01%
2,816
+2,580
206
$64K 0.01%
300
207
$62K 0.01%
500
208
$61K 0.01%
457
209
$60K 0.01%
915
210
$59K 0.01%
8,300
211
$58K 0.01%
638
-421
212
$56K 0.01%
500
213
$56K 0.01%
300
-200
214
$56K 0.01%
1,635
215
$55K 0.01%
1,154
-201
216
$55K 0.01%
1,100
217
$55K 0.01%
1,123
218
$54K 0.01%
498
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219
$52K 0.01%
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220
$50K ﹤0.01%
1,375
+1,154
221
$50K ﹤0.01%
400
222
$49K ﹤0.01%
425
223
$49K ﹤0.01%
3,715
224
$49K ﹤0.01%
500
225
$46K ﹤0.01%
286
7 8
9
10 11