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
151
$95K 0.02%
1,500
152
$93K 0.01%
+2,460
153
$93K 0.01%
3,650
154
$89K 0.01%
2,550
155
$85K 0.01%
734
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156
$84K 0.01%
770
157
$84K 0.01%
1,431
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158
$80K 0.01%
1,100
159
$79K 0.01%
1,100
160
$78K 0.01%
1,200
161
$78K 0.01%
855
-75
162
$74K 0.01%
470
+70
163
$74K 0.01%
560
164
$73K 0.01%
868
165
$71K 0.01%
1,836
166
$70K 0.01%
766
167
$60K 0.01%
450
-400
168
$58K 0.01%
1,794
169
$56K 0.01%
3,700
170
$53K 0.01%
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171
$49K 0.01%
563
172
$47K 0.01%
912
173
$47K 0.01%
300
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174
$46K 0.01%
361
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175
$44K 0.01%
922
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7
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