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
101
$342K 0.05%
13,482
102
$342K 0.05%
2,740
103
$326K 0.05%
2,400
104
$320K 0.05%
3,000
105
$309K 0.04%
4,000
-1,000
106
$308K 0.04%
3,350
107
$304K 0.04%
5,700
-70
108
$302K 0.04%
4,800
-275
109
$292K 0.04%
11,200
110
$283K 0.04%
2,250
111
$282K 0.04%
18,500
112
$280K 0.04%
1,500
113
$268K 0.04%
8,277
114
$255K 0.04%
1,452
-38
115
$249K 0.04%
4,800
116
$248K 0.04%
5,387
117
$240K 0.03%
1,700
118
$233K 0.03%
2,043
-83
119
$223K 0.03%
11,611
120
$223K 0.03%
9,000
121
$220K 0.03%
4,881
122
$219K 0.03%
700
123
$216K 0.03%
2,575
+2,500
124
$214K 0.03%
6,296
125
$212K 0.03%
8,800
-1,300
3 4
5
6 7