AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$7.19M
3
+$6.71M
4
AAPL icon
Apple
AAPL
+$6.67M
5
HIW icon
Highwoods Properties
HIW
+$6.61M

Top Sells

1
+$11.7M
2
+$10.1M
3
+$9.38M
4
NXPI icon
NXP Semiconductors
NXPI
+$9.19M
5
TMO icon
Thermo Fisher Scientific
TMO
+$5.04M

Sector Composition

1 Technology 15.02%
2 Healthcare 13.98%
3 Financials 9.96%
4 Industrials 5.18%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K ﹤0.01%
720
227
$23K ﹤0.01%
1,925
228
$22K ﹤0.01%
500
-300
229
$22K ﹤0.01%
400
230
$21K ﹤0.01%
700
231
$21K ﹤0.01%
490
232
$21K ﹤0.01%
420
-2
233
$21K ﹤0.01%
775
-325
234
$20K ﹤0.01%
1,000
235
$19K ﹤0.01%
1,146
236
$19K ﹤0.01%
75
-25
237
$19K ﹤0.01%
750
-521
238
$19K ﹤0.01%
920
239
$19K ﹤0.01%
200
240
$19K ﹤0.01%
100
241
$18K ﹤0.01%
100
242
$18K ﹤0.01%
85
-1
243
$18K ﹤0.01%
276
244
$17K ﹤0.01%
1,155
-1,500
245
– –
0
246
$17K ﹤0.01%
167
247
$16K ﹤0.01%
+1,000
248
$16K ﹤0.01%
476
249
$16K ﹤0.01%
406
250
$15K ﹤0.01%
163
8 9
10
11 12