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
$691M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$4.04M
3
+$3.12M
4
EBIX
Ebix Inc
EBIX
+$1.04M
5
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.01M

Top Sells

1
+$2.22M
2
+$1.85M
3
+$1.62M
4
CSCO icon
Cisco
CSCO
+$1.52M
5
INTC icon
Intel
INTC
+$1.01M

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%
200
280
– –
0
281
$3K ﹤0.01%
174
282
$3K ﹤0.01%
100
283
$3K ﹤0.01%
100
284
$2K ﹤0.01%
20
285
$2K ﹤0.01%
96
286
$2K ﹤0.01%
118
287
$2K ﹤0.01%
800
288
$2K ﹤0.01%
750
289
$2K ﹤0.01%
97
290
$2K ﹤0.01%
+82
291
$1K ﹤0.01%
50
292
$1K ﹤0.01%
11
-54
293
$1K ﹤0.01%
13
294
$1K ﹤0.01%
20
295
$1K ﹤0.01%
50
296
$1K ﹤0.01%
9
297
– –
-38
298
– –
-969
299
– –
-100
300
$0 ﹤0.01%
2
10 11
12
13 14