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
$562M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$11.5M
4
NXPI icon
NXP Semiconductors
NXPI
+$9.63M
5
PNC icon
PNC Financial Services
PNC
+$7.86M

Top Sells

1
+$23.6M
2
+$9.99M
3
+$7.29M
4
FGM icon
First Trust Germany AlphaDEX Fund
FGM
+$7.05M
5
FSZ icon
First Trust Switzerland AlphaDEX Fund
FSZ
+$7.04M

Sector Composition

1 Technology 21.77%
2 Healthcare 19.14%
3 Financials 12.72%
4 Industrials 6.73%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.91M 1.58%
369,235
+204,920
27
$8.31M 1.48%
129,625
+27,340
28
$8.27M 1.47%
365,346
+126,456
29
$7.63M 1.36%
+239,050
30
$7.39M 1.31%
349,996
+164,797
31
$7.27M 1.29%
303,206
+289,706
32
$6.09M 1.08%
235,973
+980
33
$5.93M 1.06%
269,170
-25
34
$5.69M 1.01%
66,142
+6,867
35
$5.41M 0.96%
40,196
-627
36
$4.68M 0.83%
55,963
-1,058
37
$4.51M 0.8%
85,632
-25,298
38
$4.17M 0.74%
136,233
-32,627
39
$4.16M 0.74%
49,215
-700
40
$4.08M 0.72%
192,127
+127,667
41
$3.33M 0.59%
30,737
-9,106
42
$3.13M 0.56%
135,318
+99,653
43
$2.81M 0.5%
39,800
-358
44
$2.8M 0.5%
13,603
+3,400
45
$2.49M 0.44%
60,927
-138,269
46
$2.31M 0.41%
28,066
-3,100
47
$2.27M 0.4%
17,009
48
$2.1M 0.37%
13,981
-4,726
49
$2.07M 0.37%
30,672
-150
50
$2.02M 0.36%
93,408
+12,705
1
2
3 4 5