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
176
$43K 0.01%
328
+60
177
$41K 0.01%
400
178
$38K 0.01%
400
179
$38K 0.01%
1,811
180
$37K 0.01%
500
181
$37K 0.01%
452
-2,898
182
$37K 0.01%
289
+80
183
$37K 0.01%
652
184
$37K 0.01%
650
185
$35K 0.01%
600
186
$34K 0.01%
150
187
$34K 0.01%
5,000
188
$34K 0.01%
1,500
189
$31K ﹤0.01%
700
190
$31K ﹤0.01%
300
191
$31K ﹤0.01%
825
192
$31K ﹤0.01%
2,500
193
$30K ﹤0.01%
+390
194
$29K ﹤0.01%
2,268
+5
195
$28K ﹤0.01%
423
196
$28K ﹤0.01%
994
-7,100
197
$28K ﹤0.01%
720
-400
198
$26K ﹤0.01%
155
199
$26K ﹤0.01%
879
200
$25K ﹤0.01%
350
6 7
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