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
$706M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$329K
3
+$303K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$302K
5
CELG
Celgene Corp
CELG
+$169K

Top Sells

1
+$2.41M
2
+$843K
3
+$450K
4
PNC icon
PNC Financial Services
PNC
+$430K
5
CSCO icon
Cisco
CSCO
+$359K

Sector Composition

1 Technology 25.18%
2 Financials 15.33%
3 Healthcare 10.58%
4 Industrials 9.97%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$100K 0.01%
2,460
152
$95K 0.01%
1,836
153
$93K 0.01%
470
154
$92K 0.01%
1,431
155
$91K 0.01%
807
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156
$89K 0.01%
855
157
$88K 0.01%
1,200
158
$87K 0.01%
3,650
159
$86K 0.01%
560
160
$84K 0.01%
1,100
161
$83K 0.01%
1,100
162
$82K 0.01%
634
-100
163
$81K 0.01%
300
-100
164
$73K 0.01%
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165
$73K 0.01%
868
166
$70K 0.01%
766
167
$69K 0.01%
450
168
$61K 0.01%
3,700
169
$58K 0.01%
912
170
$58K 0.01%
732
171
$54K 0.01%
563
172
$52K 0.01%
361
173
$51K 0.01%
300
174
$51K 0.01%
328
175
$50K 0.01%
650
5 6
7
8 9