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
$706M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$329K
3
+$303K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$302K
5
CELG
Celgene Corp
CELG
+$169K

Top Sells

1
+$2.41M
2
+$843K
3
+$450K
4
PNC icon
PNC Financial Services
PNC
+$430K
5
CSCO icon
Cisco
CSCO
+$359K

Sector Composition

1 Technology 25.18%
2 Financials 15.33%
3 Healthcare 10.58%
4 Industrials 9.97%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11K ﹤0.01%
+600
252
$11K ﹤0.01%
90
253
$11K ﹤0.01%
234
254
$10K ﹤0.01%
280
255
$9K ﹤0.01%
250
256
$9K ﹤0.01%
112
257
$9K ﹤0.01%
100
-70
258
$9K ﹤0.01%
+155
259
$9K ﹤0.01%
150
260
$8K ﹤0.01%
250
261
$8K ﹤0.01%
207
262
$8K ﹤0.01%
115
263
$8K ﹤0.01%
221
264
$8K ﹤0.01%
+129
265
$8K ﹤0.01%
640
266
$8K ﹤0.01%
39
267
$8K ﹤0.01%
111
+46
268
$7K ﹤0.01%
+259
269
$7K ﹤0.01%
+365
270
$7K ﹤0.01%
75
271
$7K ﹤0.01%
84
272
$7K ﹤0.01%
80
273
$7K ﹤0.01%
176
+96
274
$7K ﹤0.01%
60
275
$7K ﹤0.01%
57
9 10
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12 13