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
$778M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Sells

1 +$11.4M
2 +$4.13M
3 +$1.77M
4
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.55M
5
ON icon
ON Semiconductor
ON
+$1.31M

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
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+500
253
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94
254
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$7K ﹤0.01%
25
262
$6K ﹤0.01%
+2,120
263
$6K ﹤0.01%
750
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$5K ﹤0.01%
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$5K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
20