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
201
$28K ﹤0.01%
879
202
$28K ﹤0.01%
257
203
$28K ﹤0.01%
155
204
$26K ﹤0.01%
200
205
$25K ﹤0.01%
870
206
$25K ﹤0.01%
333
207
$24K ﹤0.01%
484
208
$23K ﹤0.01%
233
209
$23K ﹤0.01%
1,000
210
$22K ﹤0.01%
720
211
$22K ﹤0.01%
1,780
212
$22K ﹤0.01%
2,500
213
$22K ﹤0.01%
150
214
$21K ﹤0.01%
600
215
$21K ﹤0.01%
56
216
$21K ﹤0.01%
400
217
$21K ﹤0.01%
121
218
$21K ﹤0.01%
250
219
$20K ﹤0.01%
500
220
$20K ﹤0.01%
200
221
$20K ﹤0.01%
540
+190
222
$20K ﹤0.01%
200
223
$20K ﹤0.01%
1,050
224
$19K ﹤0.01%
262
225
$19K ﹤0.01%
100
7 8
9
10 11