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
1
$42.1M 4.05%
128,651
-57,512
2
$36.6M 3.53%
111,239
-1,937
3
$34.7M 3.34%
1,050,321
+13,122
4
$34.7M 3.34%
922,556
+12,012
5
$31.8M 3.06%
136,879
-2,638
6
$31.7M 3.05%
191,267
+409
7
$30M 2.89%
81,263
+11
8
$29.6M 2.85%
286,620
-1,860
9
$29M 2.79%
81,559
-475
10
$28.9M 2.78%
63,317
+365
11
$28.5M 2.74%
550,876
+3,301
12
$27.1M 2.61%
1,280,040
-5,695
13
$26.7M 2.57%
152,493
-1,597
14
$25.4M 2.44%
+1,210,900
15
$23.3M 2.25%
313,765
+5,687
16
$22.8M 2.19%
608,193
-2,576
17
$22.4M 2.16%
350,435
+2,306
18
$21.8M 2.1%
157,946
-2,636
19
$20.8M 2.01%
392,700
+17,947
20
$20.8M 2%
414,384
+4,235
21
$20.3M 1.95%
486,886
+1,058
22
$20M 1.92%
163,727
+24
23
$19.6M 1.89%
388,829
+2,026
24
$18.7M 1.8%
350,628
-1,050
25
$18.6M 1.79%
471,176
+10,316
1
2 3 4 5