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AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
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
326
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-834
327
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-4,000
328
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-618
329
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-150
330
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331
– –
-500
332
$0 ﹤0.01%
20
333
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-334
334
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-7,000
335
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-200
336
– –
-670
337
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$0 ﹤0.01%
862
339
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-280,214
340
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-136
341
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-1,500
342
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-174
343
$0 ﹤0.01%
9
344
$0 ﹤0.01%
3
345
$0 ﹤0.01%
2
346
– –
-51,050
347
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-258,212
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