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
201
$33K ﹤0.01%
600
202
$31K ﹤0.01%
500
203
$30K ﹤0.01%
209
204
$30K ﹤0.01%
325
205
$29K ﹤0.01%
+200
206
$28K ﹤0.01%
300
207
$28K ﹤0.01%
268
-160
208
$27K ﹤0.01%
350
209
$27K ﹤0.01%
1,925
210
$25K ﹤0.01%
+1,386
211
$25K ﹤0.01%
879
212
$25K ﹤0.01%
155
213
$24K ﹤0.01%
2,000
214
$24K ﹤0.01%
100
215
$24K ﹤0.01%
1,050
+450
216
$24K ﹤0.01%
125
217
$23K ﹤0.01%
300
218
$22K ﹤0.01%
150
219
$22K ﹤0.01%
1,500
220
$22K ﹤0.01%
550
221
$22K ﹤0.01%
1,600
222
$21K ﹤0.01%
720
223
$21K ﹤0.01%
252
224
$20K ﹤0.01%
+501
225
$20K ﹤0.01%
500
7 8
9
10 11