AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
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
+$13.9M
2
+$12M
3
+$11.7M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.9M
5
KMB icon
Kimberly-Clark
KMB
+$1.06M

Top Sells

1
+$19.4M
2
+$12.6M
3
+$7.04M
4
OVV icon
Ovintiv
OVV
+$5.62M
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$5.46M

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
251
$10K ﹤0.01%
+90
252
$10K ﹤0.01%
+230
253
$9K ﹤0.01%
200
254
$9K ﹤0.01%
+220
255
$9K ﹤0.01%
280
256
$8K ﹤0.01%
+175
257
$8K ﹤0.01%
250
258
$8K ﹤0.01%
185
259
$8K ﹤0.01%
112
260
$8K ﹤0.01%
234
261
$7K ﹤0.01%
640
262
$7K ﹤0.01%
+80
263
$7K ﹤0.01%
40
264
$7K ﹤0.01%
100
265
$7K ﹤0.01%
150
266
$7K ﹤0.01%
+115
267
$7K ﹤0.01%
221
-500
268
$7K ﹤0.01%
94
-500
269
$6K ﹤0.01%
250
270
$6K ﹤0.01%
39
271
$6K ﹤0.01%
80
272
$6K ﹤0.01%
207
273
$6K ﹤0.01%
75
274
$6K ﹤0.01%
84
275
$6K ﹤0.01%
+120
9 10
11
12 13