AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
This Quarter Return
-14.01%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$629M
AUM Growth
+$629M
(-18%)
Cap. Flow
-$19.3M
Cap. Flow
% of AUM
-3.07%
Top 10 Holdings %
Top 10 Hldgs %
40.67%
Holding
347
New
32
Increased
57
Reduced
67
Closed
22
Top Buys
| 1 |
United Rentals
URI
|
$11.8M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$11.7M |
| 3 |
First Trust Horizon Managed Volatility Developed International ETF
HDMV
|
$11.4M |
| 4 |
First Trust Health Care AlphaDEX Fund
FXH
|
$1.73M |
| 5 |
Kimberly-Clark
KMB
|
$1.08M |
Top Sells
Sector Composition
| 1 | Technology | 24.34% |
| 2 | Financials | 15.17% |
| 3 | Healthcare | 10.35% |
| 4 | Industrials | 10% |
| 5 | Consumer Discretionary | 2.99% |
