AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
This Quarter Return
+3.21%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$370M
AUM Growth
–
Cap. Flow
+$370M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.88%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
VQT
iPath S&P VEQTOR ETN
VQT
|
$43.5M |
| 2 |
Cisco
CSCO
|
$18.1M |
| 3 |
Oracle
ORCL
|
$17.6M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$14.6M |
| 5 |
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% |
