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
276
$5K ﹤0.01%
+30
277
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200
278
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30
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30
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+100
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$5K ﹤0.01%
57
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$5K ﹤0.01%
200
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$4K ﹤0.01%
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+72
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$4K ﹤0.01%
300
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845
288
$4K ﹤0.01%
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$4K ﹤0.01%
33
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73
291
$4K ﹤0.01%
35
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$4K ﹤0.01%
100
293
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+105
294
$3K ﹤0.01%
+115
295
$3K ﹤0.01%
223
-444
296
$3K ﹤0.01%
2,800
297
$3K ﹤0.01%
100
298
$3K ﹤0.01%
30
299
$3K ﹤0.01%
25
300
$3K ﹤0.01%
20