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
301
$2K ﹤0.01%
+739
302
$2K ﹤0.01%
19
303
$2K ﹤0.01%
140
304
$1K ﹤0.01%
15
305
$1K ﹤0.01%
223
306
$1K ﹤0.01%
300
307
$1K ﹤0.01%
845
308
$1K ﹤0.01%
20
309
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5
310
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16
311
– –
-650
312
$0 ﹤0.01%
169
313
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-6,314
314
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316
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2
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50
320
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321
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322
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5
323
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324
$0 ﹤0.01%
11
325
– –
0
10 11 12
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