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
$427M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$10.4M
3
+$9.16M
4
LYB icon
LyondellBasell Industries
LYB
+$8.9M
5
VQT
iPath S&P VEQTOR ETN
VQT
+$663K

Top Sells

1
+$23.1M
2
+$10.5M
3
+$6.21M
4
PM icon
Philip Morris
PM
+$661K
5
ATW
Atwood Oceanics
ATW
+$589K

Sector Composition

1 Technology 19.83%
2 Healthcare 15.87%
3 Financials 9.82%
4 Energy 6.54%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.92M 1.85%
193,557
+258
27
$6.51M 1.52%
136,776
+7,958
28
$4.7M 1.1%
64,365
+850
29
$4.68M 1.1%
47,963
+334
30
$4.48M 1.05%
116,629
-5,230
31
$4.22M 0.99%
34,201
+366
32
$3.92M 0.92%
57,717
-227
33
$2.83M 0.66%
50,665
-835
34
$2.63M 0.62%
40,558
35
$2.51M 0.59%
58,564
+864
36
$2.28M 0.53%
19,207
37
$1.94M 0.45%
34,279
+125
38
$1.59M 0.37%
21,658
+114
39
$1.37M 0.32%
24,322
+590
40
$1.35M 0.32%
17,101
+92
41
$1.19M 0.28%
61,908
+2,212
42
$1.14M 0.27%
9,208
+2,592
43
$1.12M 0.26%
13,700
-8,070
44
$1.09M 0.25%
35,680
45
$1.08M 0.25%
5,890
46
$1.08M 0.25%
12,185
+96
47
$1.07M 0.25%
12,765
+500
48
$943K 0.22%
18,153
+4,482
49
$932K 0.22%
100,000
50
$903K 0.21%
15,526
1
2
3 4 5