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
51
$831K 0.19%
13,500
52
$819K 0.19%
12,254
53
$798K 0.19%
12,087
54
$786K 0.18%
9,312
55
$777K 0.18%
20,757
56
$762K 0.18%
8,460
57
$682K 0.16%
5,457
58
$665K 0.16%
13,055
+1,545
59
$647K 0.15%
15,187
60
$623K 0.15%
16,883
+2,105
61
$619K 0.14%
12,800
-84
62
$616K 0.14%
8,030
+245
63
$612K 0.14%
19,126
+2,306
64
$599K 0.14%
10,145
+300
65
$594K 0.14%
4,535
66
$591K 0.14%
15,280
+1,902
67
$575K 0.13%
+7,658
68
$573K 0.13%
21,630
-612
69
$565K 0.13%
23,636
70
$556K 0.13%
5,676
-440
71
$555K 0.13%
4,010
72
$539K 0.13%
4,500
73
$523K 0.12%
5,600
74
$470K 0.11%
8,684
75
$460K 0.11%
5,523
+49
1 2
3
4 5