AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
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
+$9.73M
2
+$9.43M
3
+$7.41M
4
CE icon
Celanese
CE
+$7.21M
5
PYPL icon
PayPal
PYPL
+$6.9M

Top Sells

1
+$10.9M
2
+$9.13M
3
+$7.98M
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$7.41M
5
CSCO icon
Cisco
CSCO
+$6.89M

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
326
– –
-600
327
– –
-1,446
328
– –
-259
329
– –
-95
330
– –
-365
331
– –
-129
332
$0 ﹤0.01%
6
333
$0 ﹤0.01%
11
334
– –
-450
335
– –
-390
336
– –
-33
337
– –
-80
338
– –
-176
339
– –
-97
340
– –
-65
341
– –
-100
342
– –
-1,000
343
– –
-150
344
– –
-100
345
– –
-862
346
– –
-75
347
$0 ﹤0.01%
9
348
$0 ﹤0.01%
3
349
– –
-141
350
– –
-100
10 11 12 13
14