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
51
$2M 0.29%
72,250
+4,275
52
$1.89M 0.27%
69,780
+4,285
53
$1.87M 0.27%
35,560
54
$1.82M 0.26%
59,475
-200
55
$1.5M 0.22%
5,950
-822
56
$1.48M 0.21%
65,381
-29,949
57
$1.48M 0.21%
26,778
-2,116
58
$1.42M 0.21%
12,780
59
$1.42M 0.21%
66,600
+2,875
60
$1.34M 0.19%
12,250
-1,549
61
$1.3M 0.19%
17,837
-222
62
$1.27M 0.18%
9,125
-38
63
$1.24M 0.18%
11,200
64
$1.17M 0.17%
18,400
65
$1.06M 0.15%
27,240
66
$1.05M 0.15%
10,947
+756
67
$955K 0.14%
37,800
+6,925
68
$935K 0.14%
5,100
+874
69
$874K 0.13%
13,550
70
$804K 0.12%
12,620
-750
71
$787K 0.11%
15,075
+800
72
$773K 0.11%
12,887
73
$769K 0.11%
20,996
-640
74
$762K 0.11%
22,484
-145
75
$686K 0.1%
100,000
1 2
3
4 5