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
251
$12K ﹤0.01%
350
252
$12K ﹤0.01%
163
-75
253
$12K ﹤0.01%
200
254
$11K ﹤0.01%
+500
255
$11K ﹤0.01%
500
256
$11K ﹤0.01%
200
257
$11K ﹤0.01%
155
258
$11K ﹤0.01%
40
259
$10K ﹤0.01%
+5
260
$10K ﹤0.01%
25
261
$10K ﹤0.01%
116
262
$9K ﹤0.01%
643
263
$9K ﹤0.01%
50
264
$9K ﹤0.01%
650
265
$9K ﹤0.01%
100
266
$9K ﹤0.01%
+150
267
$8K ﹤0.01%
600
268
$8K ﹤0.01%
75
269
$8K ﹤0.01%
100
270
$8K ﹤0.01%
350
271
$8K ﹤0.01%
100
272
$8K ﹤0.01%
2,120
273
$7K ﹤0.01%
+50
274
$7K ﹤0.01%
400
275
$7K ﹤0.01%
221
9 10
11
12 13