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
126
$210K 0.03%
1,500
127
$207K 0.03%
12,780
128
$206K 0.03%
1,000
129
$195K 0.03%
5,300
130
$190K 0.03%
16,000
131
$190K 0.03%
4,928
132
$188K 0.03%
3,000
133
$177K 0.03%
1,800
-187
134
$166K 0.02%
11,263
135
$166K 0.02%
1,366
136
$162K 0.02%
3,136
137
$154K 0.02%
1,000
138
$151K 0.02%
1,164
139
$142K 0.02%
1,485
-175
140
$129K 0.02%
2,600
-67
141
$128K 0.02%
1,582
-231
142
$126K 0.02%
850
-2,079
143
$115K 0.02%
892
144
$115K 0.02%
400
145
$114K 0.02%
2,721
146
$114K 0.02%
1,600
147
$108K 0.02%
6,200
148
$107K 0.02%
2,624
149
– –
0
150
$105K 0.02%
1,000
4 5
6
7 8