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
$536M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$8.71M
3
+$6.96M
4
PNC icon
PNC Financial Services
PNC
+$6.07M
5
NXPI icon
NXP Semiconductors
NXPI
+$5.44M

Top Sells

1
+$11.2M
2
+$7.61M
3
+$6.71M
4
FCAN
First Trust Canada AlphaDEX Fund
FCAN
+$5.66M
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$4.95M

Sector Composition

1 Technology 18.48%
2 Healthcare 13.89%
3 Financials 10%
4 Energy 4.82%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K ﹤0.01%
327
-50
277
$11K ﹤0.01%
150
278
$11K ﹤0.01%
178
279
$11K ﹤0.01%
100
280
$11K ﹤0.01%
250
281
$11K ﹤0.01%
100
282
$11K ﹤0.01%
872
283
$11K ﹤0.01%
41
284
$10K ﹤0.01%
151
+1
285
$10K ﹤0.01%
183
286
$10K ﹤0.01%
153
287
$10K ﹤0.01%
103
288
$10K ﹤0.01%
500
289
$10K ﹤0.01%
150
290
$10K ﹤0.01%
1,000
291
$10K ﹤0.01%
2,325
292
$10K ﹤0.01%
100
293
– –
0
294
$10K ﹤0.01%
157
295
$9K ﹤0.01%
96
296
$9K ﹤0.01%
89
297
$9K ﹤0.01%
224
298
$9K ﹤0.01%
107
299
$9K ﹤0.01%
39
300
$9K ﹤0.01%
600
10 11
12
13 14