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
51
$2M 0.37%
19,009
-300
52
$1.68M 0.31%
159,300
+16,200
53
$1.56M 0.29%
21,545
+1
54
$1.52M 0.28%
55,180
+100
55
$1.37M 0.26%
17,115
-7,415
56
$1.31M 0.24%
12,855
+1,680
57
$1.3M 0.24%
20,174
-640
58
$1.3M 0.24%
21,520
+3,770
59
$1.26M 0.23%
25,501
+5,001
60
$1.25M 0.23%
29,308
+5,930
61
$1.24M 0.23%
34,691
+8,105
62
$1.18M 0.22%
12,515
+100
63
$1.13M 0.21%
10,050
-5,422
64
$1.12M 0.21%
18,260
+4,105
65
$1.12M 0.21%
13,700
-1,600
66
$1.05M 0.2%
47,698
+36,833
67
$1.02M 0.19%
15,526
68
$1.01M 0.19%
101,000
+1,000
69
$933K 0.17%
7,698
70
$916K 0.17%
30,976
-3,633
71
$889K 0.17%
15,046
72
$864K 0.16%
9,312
73
$803K 0.15%
5,231
-673
74
$799K 0.15%
8,578
75
$765K 0.14%
12,392
1 2
3
4 5