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
51
$1.74M 0.28%
38,091
+6,591
52
$1.73M 0.28%
+25,130
53
$1.72M 0.27%
13,850
+105
54
$1.72M 0.27%
33,273
+49
55
$1.66M 0.26%
55,175
-100
56
$1.6M 0.25%
26,900
57
$1.4M 0.22%
5,584
58
$1.39M 0.22%
12,570
+290
59
$1.25M 0.2%
9,550
-400
60
$1.22M 0.19%
12,225
-900
61
$1.18M 0.19%
22,600
+60
62
$1.08M 0.17%
11,081
-4
63
$1.06M 0.17%
15,863
+167
64
$1.04M 0.17%
24,780
-3
65
$1.02M 0.16%
22,726
+1,330
66
$973K 0.15%
54,584
-8,728
67
$971K 0.15%
23,447
+4,007
68
$934K 0.15%
4,575
+30
69
$903K 0.14%
8,895
+1,251
70
$848K 0.13%
13,012
+125
71
$716K 0.11%
6,590
-627
72
$714K 0.11%
16,436
-860
73
$706K 0.11%
4,431
+2,979
74
$697K 0.11%
9,280
-1,000
75
$672K 0.11%
13,600
1 2
3
4 5