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
251
$10K ﹤0.01%
+90
252
$10K ﹤0.01%
+230
253
$9K ﹤0.01%
+220
254
$9K ﹤0.01%
280
255
$9K ﹤0.01%
200
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%
+115
262
$7K ﹤0.01%
221
-500
263
$7K ﹤0.01%
94
-500
264
$7K ﹤0.01%
640
265
$7K ﹤0.01%
40
266
$7K ﹤0.01%
100
267
$7K ﹤0.01%
150
268
$7K ﹤0.01%
+80
269
$6K ﹤0.01%
250
270
$6K ﹤0.01%
207
271
$6K ﹤0.01%
75
272
$6K ﹤0.01%
84
273
$6K ﹤0.01%
39
274
$6K ﹤0.01%
80
275
$6K ﹤0.01%
+60
9 10
11
12 13