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
$691M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$4.04M
3
+$3.12M
4
EBIX
Ebix Inc
EBIX
+$1.04M
5
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.01M

Top Sells

1
+$2.22M
2
+$1.85M
3
+$1.62M
4
CSCO icon
Cisco
CSCO
+$1.52M
5
INTC icon
Intel
INTC
+$1.01M

Sector Composition

1 Technology 22.22%
2 Financials 15.3%
3 Healthcare 14.64%
4 Industrials 5.84%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K ﹤0.01%
350
227
$20K ﹤0.01%
484
228
$20K ﹤0.01%
400
229
$20K ﹤0.01%
1,000
230
$20K ﹤0.01%
2,586
231
$20K ﹤0.01%
350
232
$19K ﹤0.01%
200
-1,339
233
$19K ﹤0.01%
302
234
$19K ﹤0.01%
250
235
$17K ﹤0.01%
410
236
$16K ﹤0.01%
1,057
237
$16K ﹤0.01%
700
238
$16K ﹤0.01%
262
239
$16K ﹤0.01%
300
240
$16K ﹤0.01%
333
241
$15K ﹤0.01%
187
242
$15K ﹤0.01%
+100
243
$15K ﹤0.01%
304
-52
244
$14K ﹤0.01%
500
245
$14K ﹤0.01%
300
-230
246
$14K ﹤0.01%
75
247
$13K ﹤0.01%
312
248
$13K ﹤0.01%
100
249
$12K ﹤0.01%
+469
250
$11K ﹤0.01%
643
8 9
10
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