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
$706M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$329K
3
+$303K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$302K
5
CELG
Celgene Corp
CELG
+$169K

Top Sells

1
+$2.41M
2
+$843K
3
+$450K
4
PNC icon
PNC Financial Services
PNC
+$430K
5
CSCO icon
Cisco
CSCO
+$359K

Sector Composition

1 Technology 25.18%
2 Financials 15.33%
3 Healthcare 10.58%
4 Industrials 9.97%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.28%
25,705
+575
52
$1.84M 0.26%
26,900
53
$1.8M 0.25%
37,341
-750
54
$1.74M 0.25%
32,973
-300
55
$1.69M 0.24%
5,978
+394
56
$1.67M 0.24%
54,775
-400
57
$1.51M 0.21%
9,450
-100
58
$1.49M 0.21%
12,150
-420
59
$1.33M 0.19%
22,600
60
$1.28M 0.18%
12,725
+500
61
$1.27M 0.18%
15,696
-167
62
$1.12M 0.16%
11,081
63
$1.07M 0.15%
24,780
64
$1.04M 0.15%
13,012
65
$1.02M 0.15%
8,695
-200
66
$970K 0.14%
22,726
67
$945K 0.13%
23,447
68
$919K 0.13%
4,575
69
$898K 0.13%
49,184
-5,400
70
$889K 0.13%
6,590
71
$826K 0.12%
9,280
72
$794K 0.11%
16,436
73
$781K 0.11%
13,600
74
$770K 0.11%
4,431
75
$690K 0.1%
5,601
-90
1 2
3
4 5