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
126
$201K 0.03%
1,390
127
$191K 0.03%
959
128
$189K 0.03%
2,625
+1,575
129
$181K 0.02%
12,480
130
$180K 0.02%
1,703
131
$176K 0.02%
1,071
132
$168K 0.02%
7,200
133
$166K 0.02%
1,164
134
$160K 0.02%
620
135
$156K 0.02%
+6,650
136
$154K 0.02%
2,800
137
$152K 0.02%
10,234
138
$151K 0.02%
4,810
+710
139
$149K 0.02%
1,000
140
$148K 0.02%
1,515
141
$147K 0.02%
5,940
142
$147K 0.02%
497
143
$146K 0.02%
1,500
144
$143K 0.02%
2,372
145
$143K 0.02%
1,490
146
$142K 0.02%
6,362
147
$140K 0.02%
2,594
148
$132K 0.02%
1,558
149
$131K 0.02%
775
150
$122K 0.02%
6,700
4 5
6
7 8