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
101
$268K 0.04%
3,700
-250
102
$259K 0.04%
5,940
103
$256K 0.04%
1,850
104
$248K 0.04%
18,500
105
$244K 0.04%
2,854
+1,008
106
$239K 0.04%
4,000
107
$234K 0.04%
+1,500
108
$230K 0.04%
2,500
-600
109
$230K 0.04%
1,500
110
$225K 0.04%
6,750
111
$224K 0.04%
2,184
+184
112
$221K 0.04%
4,892
-210
113
$220K 0.04%
3,000
114
$219K 0.03%
6,429
+1,501
115
$213K 0.03%
1,942
+137
116
$211K 0.03%
16,000
117
$211K 0.03%
700
118
$208K 0.03%
1,587
-1
119
$205K 0.03%
6,318
120
$202K 0.03%
5,400
121
$191K 0.03%
768
+394
122
$189K 0.03%
4,234
123
$188K 0.03%
1,800
124
$175K 0.03%
5,625
+1,425
125
$174K 0.03%
1,315
-1,100
3 4
5
6 7