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
51
$2.52M 0.34%
23,095
-2,160
52
$2.45M 0.33%
20,461
53
$2.25M 0.3%
60,175
54
$2.23M 0.3%
24,705
-3,150
55
$1.97M 0.27%
26,900
56
$1.84M 0.25%
82,664
+23,781
57
$1.64M 0.22%
12,413
58
$1.64M 0.22%
23,140
59
$1.58M 0.21%
61,935
-6,860
60
$1.51M 0.2%
7,434
-67
61
$1.42M 0.19%
4,606
-381
62
$1.25M 0.17%
34,033
-750
63
$1.1M 0.15%
8,000
64
$1.08M 0.15%
23,221
-702
65
$1.04M 0.14%
10,375
66
$976K 0.13%
12,887
67
$950K 0.13%
43,125
+8,425
68
$942K 0.13%
15,692
69
$864K 0.12%
5,800
70
$842K 0.11%
13,657
-2,134
71
$818K 0.11%
13,916
-30
72
$785K 0.11%
17,557
-14,408
73
$769K 0.1%
2,800
74
$758K 0.1%
6,564
75
$754K 0.1%
8,013
1 2
3
4 5