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
1
$49.3M 7.14%
2,306,231
+47,410
2
$32.7M 4.74%
1,797,574
+870,979
3
$28.4M 4.11%
430,412
-24,496
4
$26.5M 3.83%
85,334
-100
5
$25.6M 3.71%
190,180
+2,828
6
$24M 3.48%
170,176
-13,078
7
$23.9M 3.46%
163,699
-3,471
8
$23.3M 3.38%
693,771
-45,305
9
$23M 3.33%
203,185
-625
10
$21.5M 3.12%
565,548
-26,403
11
$21.4M 3.1%
144,341
+1,980
12
$21.2M 3.07%
325,367
+15,936
13
$21.1M 3.06%
111,677
-1,400
14
$20.2M 2.93%
205,338
-2,097
15
$18.8M 2.73%
392,560
-6,200
16
$18.4M 2.67%
227,268
-2,274
17
$18.1M 2.62%
647,383
-29,807
18
$18.1M 2.62%
468,936
-10,176
19
$16.3M 2.36%
200,191
-2,169
20
$14.6M 2.12%
561,039
+19,005
21
$10.8M 1.56%
426,381
-10,611
22
$10.4M 1.5%
287,880
-1,650
23
$10.2M 1.48%
53,473
-200
24
$9.55M 1.38%
170,261
-39,493
25
$9.13M 1.32%
431,016
-16,792
1
2 3 4 5