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
276
$5K ﹤0.01%
+100
277
$5K ﹤0.01%
57
278
$5K ﹤0.01%
200
279
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+30
280
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200
281
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30
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30
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$5K ﹤0.01%
+65
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$4K ﹤0.01%
200
285
$4K ﹤0.01%
+95
286
$4K ﹤0.01%
300
287
$4K ﹤0.01%
845
288
$4K ﹤0.01%
+218
289
$4K ﹤0.01%
33
290
$4K ﹤0.01%
73
291
$4K ﹤0.01%
35
292
$4K ﹤0.01%
100
293
$4K ﹤0.01%
+105
294
$3K ﹤0.01%
223
-444
295
$3K ﹤0.01%
2,800
296
$3K ﹤0.01%
100
297
$3K ﹤0.01%
30
298
$3K ﹤0.01%
25
299
$3K ﹤0.01%
20
300
$3K ﹤0.01%
80
10 11
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