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
276
$6K ﹤0.01%
100
277
$5K ﹤0.01%
275
+219
278
$5K ﹤0.01%
117
279
$4K ﹤0.01%
+10
280
$4K ﹤0.01%
+143
281
$4K ﹤0.01%
80
282
$4K ﹤0.01%
500
283
$4K ﹤0.01%
45
284
$4K ﹤0.01%
250
285
$4K ﹤0.01%
30
286
$4K ﹤0.01%
73
287
$4K ﹤0.01%
25
288
$4K ﹤0.01%
131
289
$4K ﹤0.01%
160
290
$3K ﹤0.01%
600
291
$3K ﹤0.01%
+19
292
$3K ﹤0.01%
200
293
$3K ﹤0.01%
20
294
$3K ﹤0.01%
2,800
295
$3K ﹤0.01%
640
296
$3K ﹤0.01%
2,500
297
$3K ﹤0.01%
200
298
$3K ﹤0.01%
20
299
$3K ﹤0.01%
+1,000
300
$3K ﹤0.01%
750
10 11
12
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