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
126
$171K 0.03%
2,500
127
$169K 0.03%
6,855
-712
128
$167K 0.03%
3,000
129
$159K 0.03%
4,395
+313
130
$158K 0.03%
12,780
131
$152K 0.02%
2,705
+105
132
$152K 0.02%
1,703
+1,403
133
$148K 0.02%
1,071
134
$144K 0.02%
1,186
135
$138K 0.02%
6,314
136
$134K 0.02%
6,116
+220
137
$128K 0.02%
867
138
$126K 0.02%
1,164
139
$121K 0.02%
1,398
+50
140
$121K 0.02%
1,582
141
$120K 0.02%
4,000
142
$120K 0.02%
2,063
143
$118K 0.02%
+6,362
144
$116K 0.02%
570
+115
145
$112K 0.02%
2,558
-67
146
$111K 0.02%
2,355
-1,000
147
$109K 0.02%
1,850
-3,950
148
$102K 0.02%
1,000
149
$99K 0.02%
3,000
150
$98K 0.02%
400
4 5
6
7 8