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
301
$9K ﹤0.01%
100
-930
302
$9K ﹤0.01%
117
303
$9K ﹤0.01%
+100
304
$8K ﹤0.01%
400
305
$8K ﹤0.01%
350
306
$8K ﹤0.01%
+280
307
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134
308
– –
0
309
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174
310
– –
0
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$7K ﹤0.01%
335
312
$7K ﹤0.01%
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$7K ﹤0.01%
25
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2
-2
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$6K ﹤0.01%
100
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200
318
$6K ﹤0.01%
50
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2,000
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$6K ﹤0.01%
140
321
$6K ﹤0.01%
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$5K ﹤0.01%
160
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$5K ﹤0.01%
75
324
$5K ﹤0.01%
50
325
$5K ﹤0.01%
39
-76
11 12
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