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
1
$36.2M 4.89%
2,149,579
-328,069
2
$31.6M 4.28%
87,328
-1,060
3
$29.7M 4.01%
81,302
4
$25.2M 3.41%
540,760
+357
5
$24.8M 3.35%
83,795
-330
6
$24.7M 3.34%
202,527
-2,475
7
$22.6M 3.06%
247,872
-376
8
$22M 2.97%
146,606
-1,280
9
$21.5M 2.9%
184,637
+110
10
$20.9M 2.83%
296,360
-2,460
11
$20.4M 2.76%
341,049
-491
12
$19.4M 2.63%
386,957
+6,927
13
$19.1M 2.59%
356,664
+9,354
14
$18.1M 2.45%
1,308,380
-6,035
15
$17.7M 2.4%
351,496
+6,027
16
$17.6M 2.38%
308,503
+1,550
17
$17.4M 2.35%
741,046
+16,230
18
$16.8M 2.27%
112,826
-35
19
$16.2M 2.18%
153,641
-53
20
$15.8M 2.14%
205,536
-3,473
21
$15.1M 2.04%
376,619
+53,515
22
$12.7M 1.72%
453,905
+75,946
23
$12.6M 1.7%
161,512
-57,258
24
$12.4M 1.68%
71,305
+575
25
$12.4M 1.67%
126,174
+123,364
1
2 3 4 5