AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
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
+$13.9M
2
+$12M
3
+$11.7M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.9M
5
KMB icon
Kimberly-Clark
KMB
+$1.06M

Top Sells

1
+$19.4M
2
+$12.6M
3
+$7.04M
4
OVV icon
Ovintiv
OVV
+$5.62M
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$5.46M

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
201
$24K ﹤0.01%
257
+70
202
$24K ﹤0.01%
333
203
$24K ﹤0.01%
351
204
$23K ﹤0.01%
200
205
$23K ﹤0.01%
870
206
$23K ﹤0.01%
+1,780
207
$23K ﹤0.01%
1,050
208
$23K ﹤0.01%
1,000
209
$21K ﹤0.01%
1,000
210
$21K ﹤0.01%
233
211
$20K ﹤0.01%
1,000
-700
212
$20K ﹤0.01%
150
213
$20K ﹤0.01%
+720
214
$19K ﹤0.01%
484
215
$19K ﹤0.01%
121
216
$19K ﹤0.01%
250
217
$19K ﹤0.01%
1,925
218
$18K ﹤0.01%
56
+36
219
$18K ﹤0.01%
200
220
$18K ﹤0.01%
400
221
$18K ﹤0.01%
200
222
$17K ﹤0.01%
410
223
$17K ﹤0.01%
500
224
$17K ﹤0.01%
262
225
$17K ﹤0.01%
100
7 8
9
10 11