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
276
$4K ﹤0.01%
25
277
$4K ﹤0.01%
200
278
$3K ﹤0.01%
+200
279
– –
0
280
$3K ﹤0.01%
845
281
$3K ﹤0.01%
20
282
$3K ﹤0.01%
2,800
283
$3K ﹤0.01%
20
284
$2K ﹤0.01%
300
285
$2K ﹤0.01%
20
286
$2K ﹤0.01%
+56
287
$1K ﹤0.01%
+15
288
$1K ﹤0.01%
2
289
$1K ﹤0.01%
10
290
$1K ﹤0.01%
19
291
$1K ﹤0.01%
20
292
$1K ﹤0.01%
5
293
$1K ﹤0.01%
50
294
$1K ﹤0.01%
50
295
$1K ﹤0.01%
750
296
$1K ﹤0.01%
97
297
– –
-30
298
$0 ﹤0.01%
2
299
– –
-501
300
– –
-56
10 11
12
13 14