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
$691M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$4.04M
3
+$3.12M
4
EBIX
Ebix Inc
EBIX
+$1.04M
5
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.01M

Top Sells

1
+$2.22M
2
+$1.85M
3
+$1.62M
4
CSCO icon
Cisco
CSCO
+$1.52M
5
INTC icon
Intel
INTC
+$1.01M

Sector Composition

1 Technology 22.22%
2 Financials 15.3%
3 Healthcare 14.64%
4 Industrials 5.84%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.22M 1.19%
332,721
+4,119
27
$8.16M 1.18%
384,252
+833
28
$7.86M 1.14%
156,105
+80,175
29
$7.86M 1.14%
56,635
+1,675
30
$7.33M 1.06%
150,460
-14,200
31
$7.2M 1.04%
389,550
+17,350
32
$6.5M 0.94%
127,137
+8,372
33
$6.29M 0.91%
292,636
+1,410
34
$5.93M 0.86%
237,637
+6,745
35
$4.93M 0.71%
47,956
-550
36
$4.5M 0.65%
38,275
37
$4.37M 0.63%
169,888
-13,160
38
$4.31M 0.62%
82,790
-3,921
39
$3.96M 0.57%
30,474
-200
40
$3.77M 0.55%
45,994
-2,656
41
$3.12M 0.45%
+61,900
42
$3.03M 0.44%
115,918
+2,100
43
$3.03M 0.44%
18,549
44
$3.02M 0.44%
41,400
45
$2.35M 0.34%
22,980
+1,085
46
$2.33M 0.34%
25,636
47
$2.27M 0.33%
33,320
+1,580
48
$2.25M 0.33%
41,921
-2,762
49
$2.08M 0.3%
11,181
50
$2.07M 0.3%
55,760
+3,165
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