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
$370M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$18.1M
3
+$17.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$14.6M
5
INTC icon
Intel
INTC
+$14.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.28%
2 Healthcare 13.6%
3 Financials 8.24%
4 Energy 7.09%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.03M 1.63%
+141,001
27
$4.36M 1.18%
+72,045
28
$4.35M 1.18%
+122,037
29
$4.27M 1.15%
+47,212
30
$4.08M 1.1%
+66,630
31
$3.34M 0.9%
+33,835
32
$2.43M 0.66%
+51,500
33
$2.42M 0.66%
+27,970
34
$2.32M 0.63%
+40,558
35
$2.26M 0.61%
+19,084
36
$2.03M 0.55%
+56,124
37
$1.64M 0.44%
+34,154
38
$1.32M 0.36%
+17,009
39
$1.27M 0.34%
+26,482
40
$1.26M 0.34%
+21,544
41
$1.06M 0.29%
+5,822
42
$998K 0.27%
+12,200
43
$914K 0.25%
+12,089
44
$911K 0.25%
+34,268
45
$896K 0.24%
+19,300
46
$832K 0.23%
+58,716
47
$805K 0.22%
+22,500
48
$801K 0.22%
+9,312
49
$740K 0.2%
+15,526
50
$727K 0.2%
+6,544
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