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
301
$4K ﹤0.01%
25
302
$4K ﹤0.01%
+97
303
$4K ﹤0.01%
100
304
$3K ﹤0.01%
+95
305
$3K ﹤0.01%
+120
306
$3K ﹤0.01%
+25
307
– –
-223
308
$3K ﹤0.01%
100
309
$3K ﹤0.01%
20
310
$2K ﹤0.01%
12
311
$2K ﹤0.01%
300
312
$2K ﹤0.01%
+20
313
$2K ﹤0.01%
20
314
$2K ﹤0.01%
100
315
$1K ﹤0.01%
2
316
$1K ﹤0.01%
50
317
$1K ﹤0.01%
10
318
$1K ﹤0.01%
19
319
$1K ﹤0.01%
20
320
$1K ﹤0.01%
5
321
$1K ﹤0.01%
50
322
$1K ﹤0.01%
50
323
$1K ﹤0.01%
65
324
$1K ﹤0.01%
750
325
$1K ﹤0.01%
97
10 11 12
13
14