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
$729M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$13.9M
3
+$11.2M
4
ON icon
ON Semiconductor
ON
+$10.3M
5
C icon
Citigroup
C
+$8.87M

Top Sells

1
+$12.3M
2
+$9.97M
3
+$9.85M
4
LKQ icon
LKQ Corp
LKQ
+$9.36M
5
AAPL icon
Apple
AAPL
+$7.69M

Sector Composition

1 Technology 22.86%
2 Financials 17.24%
3 Healthcare 9.21%
4 Industrials 8.77%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2K ﹤0.01%
750
302
$1K ﹤0.01%
+97
303
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+11
304
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50
305
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10
306
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11
307
$1K ﹤0.01%
20
308
$1K ﹤0.01%
50
309
$1K ﹤0.01%
+750
310
$1K ﹤0.01%
+6
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+16
312
$1K ﹤0.01%
9
313
– –
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314
$0 ﹤0.01%
2
315
– –
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316
$0 ﹤0.01%
+5
317
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-288
318
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0
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$0 ﹤0.01%
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321
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322
$0 ﹤0.01%
4
323
$0 ﹤0.01%
+6
324
– –
-97
325
– –
-1,300
10 11 12
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