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
251
$11K ﹤0.01%
+96
252
$10K ﹤0.01%
207
253
$10K ﹤0.01%
400
254
$10K ﹤0.01%
500
255
$10K ﹤0.01%
200
256
$10K ﹤0.01%
100
257
$9K ﹤0.01%
100
258
$9K ﹤0.01%
640
259
$9K ﹤0.01%
150
260
$9K ﹤0.01%
136
261
$8K ﹤0.01%
280
262
$8K ﹤0.01%
100
263
$8K ﹤0.01%
500
-4
264
$7K ﹤0.01%
100
265
$7K ﹤0.01%
205
266
$6K ﹤0.01%
250
267
$6K ﹤0.01%
300
268
$6K ﹤0.01%
112
-100
269
$6K ﹤0.01%
84
270
$6K ﹤0.01%
150
271
$6K ﹤0.01%
150
272
– –
0
273
$5K ﹤0.01%
200
274
$5K ﹤0.01%
845
275
$5K ﹤0.01%
200
9 10
11
12 13