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
26
$8.71M 1.63%
+304,678
27
$8.4M 1.57%
186,763
-5,712
28
$7.62M 1.42%
83,525
+66,500
29
$7.04M 1.31%
200,150
+197,850
30
$6.3M 1.18%
68,107
+24,657
31
$6.05M 1.13%
279,162
-21,775
32
$5.93M 1.11%
112,836
-7,180
33
$5.52M 1.03%
213,305
-13,475
34
$5.48M 1.02%
179,261
-8,699
35
$5.33M 0.99%
142,110
+365
36
$5.14M 0.96%
198,530
-4,250
37
$5.12M 0.96%
231,660
-13,355
38
$4.77M 0.89%
107,699
-8,130
39
$4.31M 0.8%
189,795
-8,070
40
$4.26M 0.8%
164,130
-3,725
41
$3.81M 0.71%
73,665
-7,674
42
$3.6M 0.67%
43,134
-13,227
43
$3.17M 0.59%
19,916
-14,888
44
$3.12M 0.58%
50,165
45
$2.81M 0.52%
40,558
-409
46
$2.62M 0.49%
101,935
-4,415
47
$2.54M 0.47%
120,085
-9,040
48
$2.33M 0.44%
33,222
-1,582
49
$2.32M 0.43%
87,425
-286,725
50
$2.23M 0.42%
49,563
-4,550
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