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
201
$40K 0.01%
682
202
$39K 0.01%
524
203
$37K 0.01%
400
204
$31K ﹤0.01%
915
205
$29K ﹤0.01%
300
206
$29K ﹤0.01%
175
207
$28K ﹤0.01%
40
208
$28K ﹤0.01%
115
209
$27K ﹤0.01%
200
210
$26K ﹤0.01%
879
211
$25K ﹤0.01%
2,263
212
$25K ﹤0.01%
500
213
$24K ﹤0.01%
+650
214
$24K ﹤0.01%
351
-393
215
$23K ﹤0.01%
150
216
$23K ﹤0.01%
121
217
$22K ﹤0.01%
262
218
$22K ﹤0.01%
+3,400
219
$22K ﹤0.01%
720
220
$21K ﹤0.01%
333
221
$21K ﹤0.01%
500
222
$21K ﹤0.01%
400
223
$21K ﹤0.01%
914
224
$21K ﹤0.01%
+206
225
$21K ﹤0.01%
400
7 8
9
10 11