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
$405M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$888K
3
+$849K
4
ATW
Atwood Oceanics
ATW
+$589K
5
MA icon
Mastercard
MA
+$578K

Top Sells

1
+$5.03M
2
+$3.36M
3
+$288K
4
CERN
Cerner Corp
CERN
+$265K
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$213K

Sector Composition

1 Technology 21.7%
2 Healthcare 15.68%
3 Financials 10.17%
4 Energy 7.09%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$417K 0.1%
4,588
77
$415K 0.1%
8,684
78
$413K 0.1%
8,760
79
$411K 0.1%
12,400
80
$389K 0.1%
8,569
+271
81
$387K 0.1%
14,724
-6
82
$373K 0.09%
6,371
+217
83
$373K 0.09%
5,474
84
$351K 0.09%
9,824
85
$335K 0.08%
14,500
86
$309K 0.08%
6,601
87
$292K 0.07%
5,949
88
$286K 0.07%
10,780
+180
89
$281K 0.07%
2,806
+407
90
$277K 0.07%
5,239
91
$277K 0.07%
3,054
92
$273K 0.07%
6,639
-7,000
93
$272K 0.07%
3,945
94
$272K 0.07%
5,800
-4,000
95
$263K 0.06%
5,102
96
$250K 0.06%
6,405
97
$212K 0.05%
+2,325
98
$212K 0.05%
+1,811
99
$201K 0.05%
+5,236
100
$177K 0.04%
+11,362
1 2 3
4
5