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
$706M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$329K
3
+$303K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$302K
5
CELG
Celgene Corp
CELG
+$169K

Top Sells

1
+$2.41M
2
+$843K
3
+$450K
4
PNC icon
PNC Financial Services
PNC
+$430K
5
CSCO icon
Cisco
CSCO
+$359K

Sector Composition

1 Technology 25.18%
2 Financials 15.33%
3 Healthcare 10.58%
4 Industrials 9.97%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
30
277
$6K ﹤0.01%
+249
278
$6K ﹤0.01%
185
279
$6K ﹤0.01%
2,800
280
$6K ﹤0.01%
169
-67,930
281
$6K ﹤0.01%
80
282
$6K ﹤0.01%
100
283
$5K ﹤0.01%
+194
284
$5K ﹤0.01%
95
285
$5K ﹤0.01%
300
286
$5K ﹤0.01%
200
287
$5K ﹤0.01%
45
-100
288
$5K ﹤0.01%
30
289
$5K ﹤0.01%
30
290
$5K ﹤0.01%
33
291
$5K ﹤0.01%
73
292
$5K ﹤0.01%
35
293
$5K ﹤0.01%
200
294
$5K ﹤0.01%
+141
295
$4K ﹤0.01%
115
296
$4K ﹤0.01%
+82
297
$4K ﹤0.01%
200
298
$4K ﹤0.01%
845
299
$4K ﹤0.01%
218
300
$4K ﹤0.01%
30
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