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
251
$13K ﹤0.01%
1,057
252
$13K ﹤0.01%
212
-213
253
$12K ﹤0.01%
147
254
$12K ﹤0.01%
266
255
$10K ﹤0.01%
298
256
$10K ﹤0.01%
244
257
$10K ﹤0.01%
377
-70
258
$9K ﹤0.01%
50
-50
259
$9K ﹤0.01%
172
-139
260
$9K ﹤0.01%
600
261
$9K ﹤0.01%
2,586
262
$9K ﹤0.01%
50
263
$8K ﹤0.01%
183
264
$8K ﹤0.01%
158
-134
265
$8K ﹤0.01%
845
266
$8K ﹤0.01%
573
267
$8K ﹤0.01%
100
268
$8K ﹤0.01%
350
269
$8K ﹤0.01%
504
-40
270
$8K ﹤0.01%
250
271
$7K ﹤0.01%
280
272
$7K ﹤0.01%
640
273
$7K ﹤0.01%
225
-102
274
$6K ﹤0.01%
75
275
$6K ﹤0.01%
800
9 10
11
12 13