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
$740M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.73M
3
+$7.69M
4
CE icon
Celanese
CE
+$7.5M
5
WMT icon
Walmart
WMT
+$7.23M

Top Sells

1
+$11.5M
2
+$9.19M
3
+$7.78M
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$7.49M
5
CSCO icon
Cisco
CSCO
+$6.83M

Sector Composition

1 Technology 22.12%
2 Financials 16.21%
3 Healthcare 10.24%
4 Industrials 9.94%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K ﹤0.01%
250
252
$8K ﹤0.01%
80
253
$8K ﹤0.01%
39
254
$8K ﹤0.01%
40
-40
255
$7K ﹤0.01%
250
256
$7K ﹤0.01%
94
-94
257
$7K ﹤0.01%
75
258
$7K ﹤0.01%
+25
259
$7K ﹤0.01%
75
-9
260
$7K ﹤0.01%
640
261
$7K ﹤0.01%
60
262
$7K ﹤0.01%
57
263
$7K ﹤0.01%
140
-183,738
264
$6K ﹤0.01%
+2,226
265
$6K ﹤0.01%
+500
266
$6K ﹤0.01%
84
-27
267
$6K ﹤0.01%
100
268
$5K ﹤0.01%
200
269
$5K ﹤0.01%
218
270
$5K ﹤0.01%
200
271
$5K ﹤0.01%
45
272
$5K ﹤0.01%
+100
273
$5K ﹤0.01%
30
274
$5K ﹤0.01%
73
275
$4K ﹤0.01%
169
9 10
11
12 13