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
301
$3K ﹤0.01%
80
302
$2K ﹤0.01%
+12
303
$2K ﹤0.01%
20
304
$2K ﹤0.01%
50
305
$2K ﹤0.01%
100
306
$2K ﹤0.01%
+70
307
$1K ﹤0.01%
50
308
$1K ﹤0.01%
10
309
$1K ﹤0.01%
300
310
$1K ﹤0.01%
19
311
$1K ﹤0.01%
20
312
$1K ﹤0.01%
5
313
$1K ﹤0.01%
50
314
$1K ﹤0.01%
65
315
$1K ﹤0.01%
750
316
$1K ﹤0.01%
97
317
$0 ﹤0.01%
2
318
$0 ﹤0.01%
10
319
$0 ﹤0.01%
2
320
– –
-96
321
– –
-145
322
– –
-51,050
323
$0 ﹤0.01%
+6
324
$0 ﹤0.01%
11
325
– –
-2,000
10 11 12
13
14