AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
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
+$17M
2
+$4.04M
3
+$3.11M
4
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$987K
5
EBIX
Ebix Inc
EBIX
+$919K

Top Sells

1
+$2.26M
2
+$1.73M
3
+$1.53M
4
CSCO icon
Cisco
CSCO
+$1.44M
5
INTC icon
Intel
INTC
+$938K

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
276
$5K ﹤0.01%
100
277
$4K ﹤0.01%
65
278
$3K ﹤0.01%
300
279
$3K ﹤0.01%
174
280
$3K ﹤0.01%
100
281
$3K ﹤0.01%
100
282
$3K ﹤0.01%
200
283
– –
0
284
$2K ﹤0.01%
96
285
$2K ﹤0.01%
118
286
$2K ﹤0.01%
800
287
$2K ﹤0.01%
750
288
$2K ﹤0.01%
+82
289
$2K ﹤0.01%
20
290
$2K ﹤0.01%
97
291
$1K ﹤0.01%
13
292
$1K ﹤0.01%
20
293
$1K ﹤0.01%
50
294
$1K ﹤0.01%
9
295
$1K ﹤0.01%
50
296
$1K ﹤0.01%
11
-54
297
– –
-2,892
298
– –
-38
299
– –
-969
300
– –
-100
10 11
12
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