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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
$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
351
– –
-530
352
– –
-4,300
353
$0 ﹤0.01%
+60
354
– –
-100
355
$0 ﹤0.01%
1
356
$0 ﹤0.01%
4
-1
357
– –
-3
358
– –
-12,750
359
– –
-250
360
– –
-184
361
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-372
362
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-9,010
363
– –
-39
364
– –
-872
365
– –
-156
366
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-80
367
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-450
368
– –
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369
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370
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-2,000
371
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-100
372
– –
-10,000
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