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
76
$677K 0.1%
14,005
77
$676K 0.1%
5,750
78
$671K 0.1%
9,407
-1,594
79
$656K 0.1%
5,658
-295
80
$604K 0.09%
13,415
-261
81
$577K 0.08%
7,750
82
$527K 0.08%
7,081
83
$474K 0.07%
3,227
-300
84
$459K 0.07%
3,543
-200
85
$457K 0.07%
8,000
86
$456K 0.07%
3,262
+635
87
$428K 0.06%
2,729
88
$424K 0.06%
5,100
-200
89
$422K 0.06%
4,750
90
$421K 0.06%
6,890
-52
91
$408K 0.06%
5,600
-150
92
$407K 0.06%
5,800
93
$396K 0.06%
4,000
-4,099
94
$394K 0.06%
2,250
95
$391K 0.06%
7,750
96
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2,223
-745
97
$378K 0.05%
10,900
-188
98
$367K 0.05%
7,640
-980
99
$363K 0.05%
6,318
100
$349K 0.05%
3,012
2 3
4
5 6