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
176
$64K 0.01%
1,500
177
$63K 0.01%
912
178
$63K 0.01%
+2,500
179
$62K 0.01%
2,000
180
$57K 0.01%
2,500
181
$52K 0.01%
1,878
182
$52K 0.01%
1,355
183
$52K 0.01%
300
184
$50K 0.01%
1,580
185
$50K 0.01%
990
186
$50K 0.01%
1,144
-100
187
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500
188
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376
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189
$49K 0.01%
400
190
$48K 0.01%
286
191
$48K 0.01%
934
192
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922
193
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1,100
194
$45K 0.01%
393
195
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196
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351
197
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198
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500
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199
$42K 0.01%
1,500
200
$41K 0.01%
425
-27
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