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
$637M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$6.67M
3
+$6.38M
4
NOC icon
Northrop Grumman
NOC
+$6.1M
5
C icon
Citigroup
C
+$5.62M

Top Sells

1
+$7.65M
2
+$7.11M
3
+$3.4M
4
ON icon
ON Semiconductor
ON
+$2.52M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$317K

Sector Composition

1 Technology 17.61%
2 Financials 13.83%
3 Healthcare 11.92%
4 Industrials 11.7%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K ﹤0.01%
+500
227
$18K ﹤0.01%
+100
228
$17K ﹤0.01%
400
229
$17K ﹤0.01%
2,026
-723
230
$16K ﹤0.01%
200
231
$16K ﹤0.01%
+200
232
$16K ﹤0.01%
+475
233
$15K ﹤0.01%
+125
234
$15K ﹤0.01%
130
235
$15K ﹤0.01%
500
236
$15K ﹤0.01%
600
237
$14K ﹤0.01%
410
238
$14K ﹤0.01%
+70
239
$14K ﹤0.01%
100
240
$14K ﹤0.01%
1,925
241
$13K ﹤0.01%
1,057
242
$13K ﹤0.01%
5,000
243
$13K ﹤0.01%
525
244
$13K ﹤0.01%
238
+75
245
$13K ﹤0.01%
200
246
$12K ﹤0.01%
1,780
247
$12K ﹤0.01%
+125
248
$12K ﹤0.01%
113
249
$12K ﹤0.01%
+450
250
$11K ﹤0.01%
+300
8 9
10
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