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
76
$362K 0.1%
+22,064
77
$357K 0.1%
+14,730
78
$352K 0.1%
+8,760
79
$345K 0.09%
+5,474
80
$342K 0.09%
+8,298
81
$325K 0.09%
+6,154
82
$304K 0.08%
+5,100
83
$300K 0.08%
+9,824
84
$296K 0.08%
+6,601
85
$292K 0.08%
+4,333
86
$269K 0.07%
+5,349
87
$254K 0.07%
+5,102
88
$230K 0.06%
+10,600
89
$223K 0.06%
+2,399
90
$217K 0.06%
+5,239
91
$212K 0.06%
+6,405
92
$210K 0.06%
+5,300
93
$206K 0.06%
+4,545
94
$206K 0.06%
+3,535
95
$204K 0.06%
+7,505
96
$203K 0.05%
+6,593
97
$202K 0.05%
+3,054
98
$129K 0.03%
+13,080
99
$73K 0.02%
+10,434
100
$34K 0.01%
+800
1 2 3
4