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
$637M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$6.67M
3
+$6.38M
4
NOC icon
Northrop Grumman
NOC
+$6.1M
5
C icon
Citigroup
C
+$5.62M

Top Sells

1
+$7.65M
2
+$7.11M
3
+$3.4M
4
ON icon
ON Semiconductor
ON
+$2.52M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$317K

Sector Composition

1 Technology 17.61%
2 Financials 13.83%
3 Healthcare 11.92%
4 Industrials 11.7%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.77M 1.53%
377,959
+22,890
27
$8.89M 1.4%
598,801
+13,677
28
$8.13M 1.28%
214,758
+17,700
29
$8.07M 1.27%
384,707
+6,030
30
$7.92M 1.24%
354,283
-12,290
31
$7.82M 1.23%
372,152
-6,625
32
$7.45M 1.17%
33,237
-1,172
33
$7.35M 1.16%
57,515
-1,000
34
$7.03M 1.1%
45,306
35
$6.94M 1.09%
184,082
+100
36
$6.77M 1.06%
70,730
+8,000
37
$6.67M 1.05%
+490,826
38
$6.38M 1%
+35,415
39
$6.31M 0.99%
274,536
-9,500
40
$6.19M 0.97%
20,470
+20,170
41
$5.52M 0.87%
260,813
+11,256
42
$5.46M 0.86%
212,213
+6,197
43
$5.43M 0.85%
+159,860
44
$5.15M 0.81%
70,185
+2,140
45
$4.82M 0.76%
56,028
+9,600
46
$3.59M 0.56%
162,092
+1,206
47
$3.44M 0.54%
18,432
+265
48
$3.13M 0.49%
23,890
+200
49
$3.13M 0.49%
151,154
+6,578
50
$2.25M 0.35%
20,461
+225
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