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
26
$11.6M 1.56%
600,211
+1,410
27
$11.5M 1.56%
48,924
+365
28
$10M 1.35%
37,465
+36,965
29
$9.45M 1.28%
476,603
-439,925
30
$8.97M 1.21%
161,810
+1,950
31
$8.63M 1.17%
216,189
+1,431
32
$8.39M 1.13%
392,662
+7,955
33
$8.3M 1.12%
45,106
-200
34
$8.23M 1.11%
354,058
-225
35
$8.13M 1.1%
57,515
36
$7.96M 1.08%
481,659
-9,167
37
$7.78M 1.05%
57,544
+1,516
38
$7.49M 1.01%
32,079
-1,158
39
$7.29M 0.99%
342,552
-29,600
40
$6.83M 0.92%
212,233
+20
41
$6.34M 0.86%
20,635
+165
42
$6.06M 0.82%
35,700
+285
43
$6.05M 0.82%
277,492
+16,679
44
$6.01M 0.81%
257,986
-16,550
45
$4.62M 0.62%
18,432
46
$4M 0.54%
176,222
+14,130
47
$3.66M 0.5%
168,281
+17,127
48
$3.36M 0.45%
23,890
49
$2.68M 0.36%
15,717
-1,450
50
$2.59M 0.35%
31,070
-2,945
1
2
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