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
126
$186K 0.03%
300
127
$184K 0.03%
5,650
-151,965
128
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5,300
129
$181K 0.03%
4,300
-650
130
$178K 0.03%
2,233
131
$174K 0.03%
2,000
132
$174K 0.03%
8,700
-2,800
133
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-173
134
$165K 0.03%
2,100
135
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2,000
136
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137
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138
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8,532
-3,800
139
$152K 0.03%
2,515
140
$152K 0.03%
+10,000
141
$151K 0.03%
1,636
142
$151K 0.03%
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143
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144
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145
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146
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147
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4,187
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148
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149
$132K 0.02%
1,100
150
$131K 0.02%
1,148
4 5
6
7 8