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
26
$9.36M 1.49%
191,025
-1,125
27
$8.54M 1.36%
405,765
-30,892
28
$8.02M 1.27%
339,276
-20,923
29
$8M 1.27%
70,204
+9,519
30
$7.91M 1.26%
185,903
-7,725
31
$7.76M 1.23%
368,296
-13,525
32
$7.42M 1.18%
175,990
-19,625
33
$7.39M 1.17%
169,231
-3,239
34
$6.96M 1.11%
297,185
-673
35
$5.88M 0.93%
46,481
36
$5.43M 0.86%
84,724
-1,552
37
$4.15M 0.66%
200,200
+9,075
38
$4.03M 0.64%
159,388
+8,230
39
$3.97M 0.63%
135,126
-31,695
40
$3.35M 0.53%
26,000
-157
41
$3.17M 0.5%
134,075
+12,225
42
$3.14M 0.5%
18,276
43
$2.75M 0.44%
71,025
44
$2.36M 0.38%
34,622
+5,431
45
$2.26M 0.36%
11,588
-365
46
$1.97M 0.31%
68,099
-130,399
47
$1.91M 0.3%
16,390
-70
48
$1.88M 0.3%
20,436
49
$1.87M 0.3%
27,475
-20
50
$1.81M 0.29%
34,385
+5
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