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
326
$5K ﹤0.01%
39
-76
327
$5K ﹤0.01%
136
328
$5K ﹤0.01%
60
+25
329
$5K ﹤0.01%
500
330
$5K ﹤0.01%
+38
331
$5K ﹤0.01%
100
332
$5K ﹤0.01%
69
333
$4K ﹤0.01%
100
334
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129
335
$4K ﹤0.01%
300
336
$4K ﹤0.01%
200
337
$4K ﹤0.01%
50
-417
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$4K ﹤0.01%
200
339
$4K ﹤0.01%
50
340
$4K ﹤0.01%
80
-5,520
341
$4K ﹤0.01%
+35
342
$3K ﹤0.01%
+75
343
$2K ﹤0.01%
15
344
$2K ﹤0.01%
65
-2,390
345
$2K ﹤0.01%
70
-2,600
346
$2K ﹤0.01%
50
-110
347
$2K ﹤0.01%
10
348
$2K ﹤0.01%
13
349
$2K ﹤0.01%
20
350
$2K ﹤0.01%
70
12 13
14
15 16