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
$536M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$8.71M
3
+$6.96M
4
PNC icon
PNC Financial Services
PNC
+$6.07M
5
NXPI icon
NXP Semiconductors
NXPI
+$5.44M

Top Sells

1
+$11.2M
2
+$7.61M
3
+$6.71M
4
FCAN
First Trust Canada AlphaDEX Fund
FCAN
+$5.66M
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$4.95M

Sector Composition

1 Technology 18.48%
2 Healthcare 13.89%
3 Financials 10%
4 Energy 4.82%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K 0.01%
325
227
$26K ﹤0.01%
477
228
$26K ﹤0.01%
375
-400
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$26K ﹤0.01%
720
230
$26K ﹤0.01%
233
-17
231
$25K ﹤0.01%
372
232
$25K ﹤0.01%
1,925
233
$25K ﹤0.01%
400
234
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235
$24K ﹤0.01%
500
236
$24K ﹤0.01%
250
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$24K ﹤0.01%
1,380
238
$23K ﹤0.01%
1,000
239
$23K ﹤0.01%
530
240
$22K ﹤0.01%
920
241
$22K ﹤0.01%
184
242
$22K ﹤0.01%
1,146
243
$21K ﹤0.01%
422
+2
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$21K ﹤0.01%
167
245
$21K ﹤0.01%
490
246
$20K ﹤0.01%
700
247
$20K ﹤0.01%
100
248
$20K ﹤0.01%
540
+200
249
$19K ﹤0.01%
274
-296
250
$19K ﹤0.01%
473
8 9
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