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
$427M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$10.4M
3
+$9.16M
4
LYB icon
LyondellBasell Industries
LYB
+$8.9M
5
VQT
iPath S&P VEQTOR ETN
VQT
+$663K

Top Sells

1
+$23.1M
2
+$10.5M
3
+$6.21M
4
PM icon
Philip Morris
PM
+$661K
5
ATW
Atwood Oceanics
ATW
+$589K

Sector Composition

1 Technology 19.83%
2 Healthcare 15.87%
3 Financials 9.82%
4 Energy 6.54%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$458K 0.11%
+41,250
77
$456K 0.11%
4,588
78
$452K 0.11%
5,400
79
$446K 0.1%
9,373
+3,424
80
$444K 0.1%
5,100
81
$444K 0.1%
8,924
+355
82
$430K 0.1%
12,400
83
$426K 0.1%
7,038
84
$411K 0.1%
8,760
85
$405K 0.09%
6,672
+301
86
$391K 0.09%
17,325
87
$345K 0.08%
14,500
88
$344K 0.08%
6,795
+194
89
$340K 0.08%
9,361
-463
90
$313K 0.07%
11,541
-3,183
91
$302K 0.07%
3,054
92
$297K 0.07%
2,806
93
$281K 0.07%
3,945
94
$278K 0.07%
10,780
95
$276K 0.06%
5,371
+132
96
$255K 0.06%
+6,489
97
$238K 0.06%
5,872
-767
98
$235K 0.06%
+1,888
99
$227K 0.05%
6,318
-87
100
$217K 0.05%
5,102
1 2 3
4
5