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
151
$100K 0.01%
1,100
152
$98K 0.01%
386
-265
153
$97K 0.01%
3,650
154
$97K 0.01%
1,685
155
$97K 0.01%
1,600
156
$92K 0.01%
1,200
-167
157
$89K 0.01%
150
158
$87K 0.01%
770
159
$86K 0.01%
3,300
160
$82K 0.01%
1,527
161
$81K 0.01%
1,750
162
$78K 0.01%
1,450
-78
163
$78K 0.01%
1,450
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164
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455
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165
$74K 0.01%
500
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166
$73K 0.01%
868
167
$73K 0.01%
608
168
$72K 0.01%
802
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169
$70K 0.01%
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170
$69K 0.01%
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171
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2,000
172
$65K 0.01%
+10,312
173
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450
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174
$61K 0.01%
1,425
175
$59K 0.01%
1,012
+533
5 6
7
8 9