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
251
$15K ﹤0.01%
1,057
252
$15K ﹤0.01%
108
253
$15K ﹤0.01%
479
254
$15K ﹤0.01%
125
255
$15K ﹤0.01%
847
256
$14K ﹤0.01%
625
257
$14K ﹤0.01%
565
258
$13K ﹤0.01%
114
259
$12K ﹤0.01%
356
260
$12K ﹤0.01%
41
261
$12K ﹤0.01%
2,586
+261
262
$12K ﹤0.01%
327
263
$11K ﹤0.01%
103
264
$11K ﹤0.01%
250
265
$11K ﹤0.01%
100
266
$11K ﹤0.01%
150
267
$11K ﹤0.01%
96
268
$11K ﹤0.01%
67
269
$10K ﹤0.01%
153
270
$10K ﹤0.01%
89
271
$10K ﹤0.01%
1,000
272
– –
0
273
$10K ﹤0.01%
178
274
$10K ﹤0.01%
298
-175
275
$10K ﹤0.01%
100
9 10
11
12 13