AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$7.19M
3
+$6.71M
4
AAPL icon
Apple
AAPL
+$6.67M
5
HIW icon
Highwoods Properties
HIW
+$6.61M

Top Sells

1
+$11.7M
2
+$10.1M
3
+$9.38M
4
NXPI icon
NXP Semiconductors
NXPI
+$9.19M
5
TMO icon
Thermo Fisher Scientific
TMO
+$5.04M

Sector Composition

1 Technology 15.02%
2 Healthcare 13.98%
3 Financials 9.96%
4 Industrials 5.18%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
100
302
$4K ﹤0.01%
129
303
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304
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68
-206
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200
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500
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$3K ﹤0.01%
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50
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35
-25
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+97
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$2K ﹤0.01%
13
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$1K ﹤0.01%
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$1K ﹤0.01%
65
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70
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50
321
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10
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$1K ﹤0.01%
50
323
$1K ﹤0.01%
9
324
– –
-80
325
– –
-200
11 12
13
14 15