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
151
$118K 0.02%
2,063
152
$116K 0.02%
8,800
153
$115K 0.02%
265
154
$108K 0.01%
1,348
155
$108K 0.01%
1,765
+735
156
$108K 0.01%
1,811
157
$103K 0.01%
1,432
158
$102K 0.01%
5,200
159
$101K 0.01%
1,636
160
$90K 0.01%
468
161
$89K 0.01%
1,100
162
$88K 0.01%
5,000
163
$86K 0.01%
845
164
$84K 0.01%
1,200
165
$84K 0.01%
2,550
166
$82K 0.01%
560
167
$77K 0.01%
2,460
168
$77K 0.01%
1,100
169
$76K 0.01%
8,000
170
$75K 0.01%
868
171
$74K 0.01%
4,044
172
$73K 0.01%
700
173
$69K 0.01%
700
174
$66K 0.01%
735
175
$66K 0.01%
1,695
5 6
7
8 9