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AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$778M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Sells

1 +$9.95M
2 +$3.88M
3 +$1.64M
4
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.45M
5
ON icon
ON Semiconductor
ON
+$1.14M

Sector Composition

1 Technology 21.96%
2 Financials 16.08%
3 Industrials 9.74%
4 Healthcare 9.32%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$8K ﹤0.01%
250
252
$8K ﹤0.01%
+500
253
$8K ﹤0.01%
94
254
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75
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$8K ﹤0.01%
640
256
$8K ﹤0.01%
500
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$8K ﹤0.01%
39
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$7K ﹤0.01%
125
259
$7K ﹤0.01%
75
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$7K ﹤0.01%
80
261
$7K ﹤0.01%
250
262
$6K ﹤0.01%
200
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$6K ﹤0.01%
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131
267
$6K ﹤0.01%
750
268
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+2,120
269
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45
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30
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$5K ﹤0.01%
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272
$5K ﹤0.01%
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$4K ﹤0.01%
120
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$4K ﹤0.01%
200
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$4K ﹤0.01%
160