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