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
$729M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$13.9M
3
+$11.2M
4
ON icon
ON Semiconductor
ON
+$10.3M
5
C icon
Citigroup
C
+$8.87M

Top Sells

1
+$12.3M
2
+$9.97M
3
+$9.85M
4
LKQ icon
LKQ Corp
LKQ
+$9.36M
5
AAPL icon
Apple
AAPL
+$7.69M

Sector Composition

1 Technology 22.86%
2 Financials 17.24%
3 Healthcare 9.21%
4 Industrials 8.77%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10M 1.38%
193,865
+2,325
27
$9.13M 1.25%
434,706
+20,460
28
$8.94M 1.23%
178,550
+46,925
29
$8.71M 1.2%
360,379
+17,769
30
$7.99M 1.1%
318,306
-75,232
31
$7.92M 1.09%
376,068
+38,035
32
$7.12M 0.98%
+168,741
33
$7.09M 0.97%
292,464
+36,045
34
$6.55M 0.9%
82,468
-69,883
35
$6.42M 0.88%
303,495
-79,276
36
$6.39M 0.88%
60,685
+22,923
37
$6.1M 0.84%
165,025
+16,928
38
$6.06M 0.83%
46,481
-1,475
39
$4.49M 0.62%
98,815
+9,286
40
$3.79M 0.52%
128,759
+4,655
41
$3.76M 0.52%
+181,200
42
$3.75M 0.51%
73,835
-3,350
43
$3.56M 0.49%
18,249
44
$3.26M 0.45%
26,890
-2,400
45
$2.81M 0.39%
114,400
+64,025
46
$2.73M 0.38%
19,870
-340
47
$2.49M 0.34%
30,119
-1,325
48
$2.24M 0.31%
12,156
-225
49
$2.22M 0.31%
28,840
-190
50
$2.21M 0.3%
39,245
+210
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