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
51
$727K 0.2%
+6,544
52
$724K 0.2%
+8,778
53
$710K 0.19%
+100,000
54
$704K 0.19%
+20,107
55
$698K 0.19%
+17,396
56
$695K 0.19%
+13,500
57
$654K 0.18%
+12,000
58
$642K 0.17%
+4,010
59
$616K 0.17%
+8,241
60
$611K 0.17%
+6,173
61
$611K 0.17%
+5,457
62
$611K 0.17%
+13,671
63
$592K 0.16%
+22,156
64
$567K 0.15%
+4,920
65
$554K 0.15%
+15,187
66
$542K 0.15%
+13,962
67
$530K 0.14%
+12,000
68
$528K 0.14%
+12,904
69
$522K 0.14%
+25,636
70
$498K 0.13%
+7,225
71
$429K 0.12%
+4,500
72
$391K 0.11%
+5,400
73
$385K 0.1%
+17,325
74
$385K 0.1%
+12,400
75
$362K 0.1%
+8,160
1 2
3
4