AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
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
+$17M
2
+$4.04M
3
+$3.11M
4
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$987K
5
EBIX
Ebix Inc
EBIX
+$919K

Top Sells

1
+$2.26M
2
+$1.73M
3
+$1.53M
4
CSCO icon
Cisco
CSCO
+$1.44M
5
INTC icon
Intel
INTC
+$938K

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
251
$11K ﹤0.01%
+96
252
$10K ﹤0.01%
207
253
$10K ﹤0.01%
500
254
$10K ﹤0.01%
200
255
$10K ﹤0.01%
100
256
$10K ﹤0.01%
400
257
$9K ﹤0.01%
100
258
$9K ﹤0.01%
640
259
$9K ﹤0.01%
150
260
$9K ﹤0.01%
136
261
$8K ﹤0.01%
500
-4
262
$8K ﹤0.01%
280
263
$8K ﹤0.01%
100
264
$7K ﹤0.01%
100
265
$7K ﹤0.01%
205
266
$6K ﹤0.01%
300
267
$6K ﹤0.01%
112
-100
268
$6K ﹤0.01%
84
269
$6K ﹤0.01%
150
270
$6K ﹤0.01%
150
271
$6K ﹤0.01%
250
272
– –
0
273
$5K ﹤0.01%
200
274
$5K ﹤0.01%
845
275
$5K ﹤0.01%
200
9 10
11
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