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
51
$2.08M 0.29%
53,270
+220
52
$2.05M 0.28%
71,965
+455
53
$1.76M 0.24%
33,940
-740
54
$1.74M 0.24%
26,900
-2,200
55
$1.7M 0.23%
56,275
-1,250
56
$1.61M 0.22%
5,950
+1,300
57
$1.6M 0.22%
20,482
-954
58
$1.6M 0.22%
31,908
-3,078
59
$1.34M 0.18%
12,346
-1,059
60
$1.34M 0.18%
10,000
-550
61
$1.3M 0.18%
12,490
+1,543
62
$1.27M 0.17%
22,540
-122,520
63
$1.23M 0.17%
15,652
-2,065
64
$1.14M 0.16%
24,783
-90
65
$966K 0.13%
7,233
-1,822
66
$954K 0.13%
13,550
67
$925K 0.13%
10,880
-2,160
68
$881K 0.12%
12,887
69
$848K 0.12%
4,545
70
$772K 0.11%
13,600
-5,000
71
$749K 0.1%
13,506
-7,772
72
$748K 0.1%
7,589
+1,262
73
$722K 0.1%
17,296
-1,360
74
$719K 0.1%
5,683
+33
75
$686K 0.09%
12,396
1 2
3
4 5