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
301
$3K ﹤0.01%
200
302
$2K ﹤0.01%
+30
303
$2K ﹤0.01%
223
304
$2K ﹤0.01%
169
305
$1K ﹤0.01%
5
306
$1K ﹤0.01%
15
307
$1K ﹤0.01%
300
308
$1K ﹤0.01%
845
309
$1K ﹤0.01%
20
310
$1K ﹤0.01%
50
311
$1K ﹤0.01%
16
312
– –
-4,400
313
– –
-300
314
$0 ﹤0.01%
97
315
$0 ﹤0.01%
+206
316
– –
-150
317
– –
-5,200
318
– –
-1,593
319
$0 ﹤0.01%
3
320
$0 ﹤0.01%
2
321
– –
-400
322
– –
-221
323
– –
-10
324
– –
-184,082
325
– –
-70,185
10 11 12
13
14