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
$560M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$7.1M
3
+$6.87M
4
HIW icon
Highwoods Properties
HIW
+$6.57M
5
CELG
Celgene Corp
CELG
+$6.47M

Top Sells

1
+$11.5M
2
+$10.5M
3
+$9.37M
4
PG icon
Procter & Gamble
PG
+$8.94M
5
TMO icon
Thermo Fisher Scientific
TMO
+$5.25M

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%
420
-2
232
$21K ﹤0.01%
775
-325
233
$21K ﹤0.01%
490
234
$20K ﹤0.01%
1,000
235
$19K ﹤0.01%
920
236
$19K ﹤0.01%
200
237
$19K ﹤0.01%
100
238
$19K ﹤0.01%
1,146
239
$19K ﹤0.01%
75
-25
240
$19K ﹤0.01%
750
-521
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