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
251
$19K ﹤0.01%
276
252
$19K ﹤0.01%
+300
253
$18K ﹤0.01%
300
-299
254
$18K ﹤0.01%
86
+1
255
$17K ﹤0.01%
625
-40,587
256
$17K ﹤0.01%
200
257
$17K ﹤0.01%
479
258
$16K ﹤0.01%
200
-1,600
259
$16K ﹤0.01%
406
260
$15K ﹤0.01%
163
261
$15K ﹤0.01%
1,057
262
$15K ﹤0.01%
108
263
$15K ﹤0.01%
100
264
$15K ﹤0.01%
847
265
$15K ﹤0.01%
565
-554
266
$15K ﹤0.01%
167
267
$14K ﹤0.01%
12
268
$14K ﹤0.01%
476
269
$13K ﹤0.01%
67
270
$13K ﹤0.01%
125
271
$13K ﹤0.01%
100
272
$12K ﹤0.01%
114
273
$12K ﹤0.01%
700
274
$12K ﹤0.01%
300
-400
275
$12K ﹤0.01%
356
9 10
11
12 13