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
$562M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$11.5M
4
NXPI icon
NXP Semiconductors
NXPI
+$9.63M
5
PNC icon
PNC Financial Services
PNC
+$7.86M

Top Sells

1
+$23.6M
2
+$9.99M
3
+$7.29M
4
FGM icon
First Trust Germany AlphaDEX Fund
FGM
+$7.05M
5
FSZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K ﹤0.01%
527
227
$21K ﹤0.01%
720
228
$21K ﹤0.01%
400
-100
229
$20K ﹤0.01%
624
230
$20K ﹤0.01%
+1,332
231
$19K ﹤0.01%
1,000
-2,000
232
$19K ﹤0.01%
484
-742
233
$18K ﹤0.01%
85
234
$18K ﹤0.01%
750
235
$18K ﹤0.01%
350
236
$17K ﹤0.01%
+422
237
$17K ﹤0.01%
52
-31
238
$17K ﹤0.01%
638
-883,857
239
$16K ﹤0.01%
+350
240
$16K ﹤0.01%
100
241
$15K ﹤0.01%
720
242
$15K ﹤0.01%
500
243
$15K ﹤0.01%
262
-262
244
$15K ﹤0.01%
178
245
$15K ﹤0.01%
300
246
$15K ﹤0.01%
+6,900
247
$14K ﹤0.01%
150
248
$14K ﹤0.01%
187
-188
249
$14K ﹤0.01%
675
250
$14K ﹤0.01%
304
8 9
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