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
201
$40K 0.01%
400
202
$40K 0.01%
800
203
$40K 0.01%
675
204
$39K 0.01%
1,560
205
$38K 0.01%
5,000
206
$38K 0.01%
750
207
$38K 0.01%
1,271
208
$37K 0.01%
710
209
$37K 0.01%
471
210
$36K 0.01%
1,500
-1,100
211
$35K 0.01%
930
212
$35K 0.01%
2,655
+1,500
213
$35K 0.01%
1,200
-2,925
214
$34K 0.01%
263
215
$33K 0.01%
337
216
$32K 0.01%
624
217
$32K 0.01%
1,100
+125
218
$31K 0.01%
450
219
$30K 0.01%
479
220
$30K 0.01%
425
221
$29K 0.01%
269
222
$29K 0.01%
155
223
$29K 0.01%
500
-200
224
$29K 0.01%
+1,000
225
$28K 0.01%
1,000
7 8
9
10 11