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
$629M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$11.4M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.73M
5
KMB icon
Kimberly-Clark
KMB
+$1.08M

Top Sells

1
+$18.5M
2
+$12M
3
+$7.04M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$5.46M
5
OVV icon
Ovintiv
OVV
+$3.77M

Sector Composition

1 Technology 24.34%
2 Financials 15.17%
3 Healthcare 10.35%
4 Industrials 10%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K ﹤0.01%
2,500
227
$16K ﹤0.01%
600
228
$15K ﹤0.01%
100
229
$15K ﹤0.01%
+787
230
$15K ﹤0.01%
674
-958
231
$15K ﹤0.01%
2,586
232
$14K ﹤0.01%
501
233
$14K ﹤0.01%
170
+70
234
$14K ﹤0.01%
145
-555
235
$14K ﹤0.01%
500
236
$13K ﹤0.01%
1,057
237
$13K ﹤0.01%
302
238
$13K ﹤0.01%
200
239
$13K ﹤0.01%
304
240
$13K ﹤0.01%
75
241
$12K ﹤0.01%
+130
242
$12K ﹤0.01%
350
243
$11K ﹤0.01%
+80
244
$11K ﹤0.01%
300
245
$11K ﹤0.01%
310
-207
246
$11K ﹤0.01%
113
-350
247
$11K ﹤0.01%
100
248
$10K ﹤0.01%
643
249
$10K ﹤0.01%
+221
250
$10K ﹤0.01%
+280
8 9
10
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