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
$729M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$13.9M
3
+$11.2M
4
ON icon
ON Semiconductor
ON
+$10.3M
5
C icon
Citigroup
C
+$8.87M

Top Sells

1
+$12.3M
2
+$9.97M
3
+$9.85M
4
LKQ icon
LKQ Corp
LKQ
+$9.36M
5
AAPL icon
Apple
AAPL
+$7.69M

Sector Composition

1 Technology 22.86%
2 Financials 17.24%
3 Healthcare 9.21%
4 Industrials 8.77%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K ﹤0.01%
+206
252
$13K ﹤0.01%
300
253
$13K ﹤0.01%
200
254
$12K ﹤0.01%
667
-667
255
$11K ﹤0.01%
643
256
$11K ﹤0.01%
500
257
$11K ﹤0.01%
100
258
$10K ﹤0.01%
100
259
$10K ﹤0.01%
200
260
$10K ﹤0.01%
123
-977
261
$9K ﹤0.01%
207
262
$9K ﹤0.01%
280
263
$9K ﹤0.01%
400
264
$9K ﹤0.01%
250
265
$9K ﹤0.01%
112
266
$9K ﹤0.01%
640
267
$8K ﹤0.01%
+139
268
$8K ﹤0.01%
+118
269
$8K ﹤0.01%
150
270
$7K ﹤0.01%
+60
271
$7K ﹤0.01%
200
272
$6K ﹤0.01%
250
273
$6K ﹤0.01%
300
274
$6K ﹤0.01%
84
275
$5K ﹤0.01%
200
9 10
11
12 13