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
76
$752K 0.1%
4,212
77
$749K 0.1%
40,600
78
$722K 0.1%
23,279
79
$582K 0.08%
10,637
-150
80
$575K 0.08%
10,400
81
$534K 0.07%
13,600
82
$485K 0.07%
10,857
83
$482K 0.07%
8,226
84
$477K 0.06%
2,588
85
$472K 0.06%
15,048
86
$471K 0.06%
19,634
+12,529
87
$441K 0.06%
15,000
88
$438K 0.06%
5,500
89
$433K 0.06%
4,750
90
$431K 0.06%
4,825
91
$416K 0.06%
2,660
92
$412K 0.06%
2,250
93
$390K 0.05%
2,846
-8
94
$389K 0.05%
11,631
95
$363K 0.05%
6,825
96
$355K 0.05%
6,894
97
$342K 0.05%
3,000
98
$342K 0.05%
2,700
99
$337K 0.05%
5,185
100
$336K 0.05%
4,800
2 3
4
5 6