AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
-1.5%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$562M
AUM Growth
+$35.7M
(+6.8%)
Cap. Flow
+$48.6M
Cap. Flow
% of AUM
8.65%
Top 10 Holdings %
Top 10 Hldgs %
35.17%
Holding
433
New
31
Increased
43
Reduced
107
Closed
108
Top Buys
| 1 |
Novo Nordisk
NVO
|
+$12.7M |
| 2 |
EBIX
Ebix Inc
EBIX
|
+$12.5M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$11.5M |
| 4 |
NXP Semiconductors
NXPI
|
+$9.63M |
| 5 |
PNC Financial Services
PNC
|
+$7.86M |
Top Sells
| 1 |
TRSK
Janus Velocity Tail Risk Hedged Large Cap ETF
TRSK
|
+$23.6M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$9.99M |
| 3 |
Expro
XPRO
|
+$7.29M |
| 4 |
First Trust Germany AlphaDEX Fund
FGM
|
+$7.05M |
| 5 |
First Trust Switzerland AlphaDEX Fund
FSZ
|
+$7.04M |
Sector Composition
| 1 | Technology | 21.77% |
| 2 | Healthcare | 19.14% |
| 3 | Financials | 12.72% |
| 4 | Industrials | 6.73% |
| 5 | Communication Services | 4.89% |
