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
$562M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$11.5M
4
NXPI icon
NXP Semiconductors
NXPI
+$9.63M
5
PNC icon
PNC Financial Services
PNC
+$7.86M

Top Sells

1
+$23.6M
2
+$9.99M
3
+$7.29M
4
FGM icon
First Trust Germany AlphaDEX Fund
FGM
+$7.05M
5
FSZ icon
First Trust Switzerland AlphaDEX Fund
FSZ
+$7.04M

Sector Composition

1 Technology 21.77%
2 Healthcare 19.14%
3 Financials 12.72%
4 Industrials 6.73%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$33K 0.01%
800
202
$32K 0.01%
155
203
$32K 0.01%
600
-1,077
204
$32K 0.01%
500
205
$31K 0.01%
1,000
206
$30K 0.01%
1,146
+321
207
$29K 0.01%
1,844
208
$29K 0.01%
600
-266
209
$28K 0.01%
+930
210
$27K ﹤0.01%
329
-325
211
$27K ﹤0.01%
1,500
-2,340
212
$27K ﹤0.01%
351
213
$26K ﹤0.01%
348
-445
214
$26K ﹤0.01%
530
215
$26K ﹤0.01%
325
-260
216
$25K ﹤0.01%
400
-7,837
217
$25K ﹤0.01%
209
218
$25K ﹤0.01%
1,925
219
$24K ﹤0.01%
5,000
220
$24K ﹤0.01%
540
221
$24K ﹤0.01%
438
222
$24K ﹤0.01%
1,820
223
$23K ﹤0.01%
207
-39
224
$22K ﹤0.01%
610
225
$22K ﹤0.01%
500
7 8
9
10 11