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
$740M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.73M
3
+$7.69M
4
CE icon
Celanese
CE
+$7.5M
5
WMT icon
Walmart
WMT
+$7.23M

Top Sells

1
+$11.5M
2
+$9.19M
3
+$7.78M
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$7.49M
5
CSCO icon
Cisco
CSCO
+$6.83M

Sector Composition

1 Technology 22.12%
2 Financials 16.21%
3 Healthcare 10.24%
4 Industrials 9.94%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.3%
20,236
52
$2.02M 0.27%
14,350
+215
53
$1.93M 0.26%
24,955
-750
54
$1.93M 0.26%
26,900
55
$1.84M 0.25%
35,196
-2,145
56
$1.83M 0.25%
+35,170
57
$1.82M 0.25%
9,853
-1,450
58
$1.75M 0.24%
32,823
-150
59
$1.75M 0.24%
5,978
60
$1.63M 0.22%
53,075
-1,700
61
$1.59M 0.22%
12,150
62
$1.55M 0.21%
9,400
-50
63
$1.28M 0.17%
15,652
-44
64
$1.22M 0.17%
22,600
65
$1.08M 0.15%
24,311
-469
66
$1.06M 0.14%
12,887
-125
67
$1.04M 0.14%
10,375
-2,350
68
$1.04M 0.14%
9,288
-1,793
69
$969K 0.13%
4,545
-30
70
$957K 0.13%
23,279
-168
71
$935K 0.13%
6,981
-1,714
72
$864K 0.12%
40,600
-8,584
73
$859K 0.12%
40,150
+14,100
74
$855K 0.12%
6,485
-105
75
$842K 0.11%
16,436
1 2
3
4 5