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
251
$10K ﹤0.01%
350
252
$9K ﹤0.01%
650
253
$9K ﹤0.01%
+100
254
$9K ﹤0.01%
302
255
$9K ﹤0.01%
155
256
$9K ﹤0.01%
+800
257
$9K ﹤0.01%
200
258
$8K ﹤0.01%
100
259
$8K ﹤0.01%
200
260
$8K ﹤0.01%
350
261
$8K ﹤0.01%
40
262
$8K ﹤0.01%
116
263
$8K ﹤0.01%
2,120
264
$7K ﹤0.01%
643
265
$7K ﹤0.01%
50
266
$7K ﹤0.01%
221
267
$7K ﹤0.01%
500
268
$7K ﹤0.01%
280
269
$7K ﹤0.01%
25
270
$7K ﹤0.01%
100
271
$6K ﹤0.01%
400
272
$6K ﹤0.01%
221
273
$6K ﹤0.01%
75
274
$6K ﹤0.01%
75
275
$6K ﹤0.01%
39
9 10
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12 13