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
101
$335K 0.05%
3,662
102
$333K 0.05%
6,428
103
$318K 0.04%
1,500
104
$317K 0.04%
4,631
105
$311K 0.04%
13,092
106
$307K 0.04%
5,616
107
$292K 0.04%
1,287
108
$283K 0.04%
1,800
109
$273K 0.04%
882
110
$268K 0.04%
10,478
-1,984
111
$265K 0.04%
+4,664
112
$250K 0.03%
2,250
113
$248K 0.03%
4,000
114
$234K 0.03%
6,013
115
$231K 0.03%
2,150
-34
116
$231K 0.03%
2,072
117
$231K 0.03%
4,566
118
$225K 0.03%
4,742
119
$223K 0.03%
4,366
-360,304
120
$219K 0.03%
1,800
121
$215K 0.03%
8,250
122
$207K 0.03%
+9,330
123
$206K 0.03%
18,500
124
$203K 0.03%
670
125
$203K 0.03%
2,000
3 4
5
6 7