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
$740M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.89M
3
+$2.14M
4
HDMV icon
First Trust Horizon Managed Volatility Developed International ETF
HDMV
+$2.12M
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$530K

Top Sells

1
+$18.4M
2
+$8.72M
3
+$6.94M
4
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$5.52M
5
CE icon
Celanese
CE
+$5.15M

Sector Composition

1 Technology 17.85%
2 Healthcare 15.39%
3 Financials 12.79%
4 Industrials 11.9%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K ﹤0.01%
1,123
+848
227
$20K ﹤0.01%
100
228
$20K ﹤0.01%
600
229
$18K ﹤0.01%
200
230
$18K ﹤0.01%
600
231
$17K ﹤0.01%
70
232
$17K ﹤0.01%
200
233
$17K ﹤0.01%
450
234
$16K ﹤0.01%
410
235
$16K ﹤0.01%
1,057
236
$16K ﹤0.01%
125
237
$16K ﹤0.01%
130
238
$16K ﹤0.01%
100
239
$16K ﹤0.01%
+350
240
$16K ﹤0.01%
475
241
$15K ﹤0.01%
500
242
$15K ﹤0.01%
525
243
$15K ﹤0.01%
200
244
$15K ﹤0.01%
125
245
$14K ﹤0.01%
5,000
246
$13K ﹤0.01%
302
247
$13K ﹤0.01%
800
248
$13K ﹤0.01%
113
249
$13K ﹤0.01%
1,925
250
$12K ﹤0.01%
+400
8 9
10
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