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
$560M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$7.1M
3
+$6.87M
4
HIW icon
Highwoods Properties
HIW
+$6.57M
5
CELG
Celgene Corp
CELG
+$6.47M

Top Sells

1
+$11.5M
2
+$10.5M
3
+$9.37M
4
PG icon
Procter & Gamble
PG
+$8.94M
5
TMO icon
Thermo Fisher Scientific
TMO
+$5.25M

Sector Composition

1 Technology 15.02%
2 Healthcare 13.98%
3 Financials 9.96%
4 Industrials 5.18%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$920K 0.16%
14,270
-776
77
$906K 0.16%
8,852
+8,515
78
$875K 0.16%
15,526
79
$849K 0.15%
26,172
+21,985
80
$798K 0.14%
30,718
+22,093
81
$702K 0.13%
12,392
82
$699K 0.12%
14,087
-500
83
$698K 0.12%
12,800
84
$681K 0.12%
6,844
-97
85
$681K 0.12%
14,372
-2
86
$670K 0.12%
8,578
87
$666K 0.12%
31,275
+21,500
88
$614K 0.11%
24,325
+16,300
89
$593K 0.11%
7,000
90
$586K 0.1%
5,600
91
$579K 0.1%
7,050
92
$573K 0.1%
22,036
93
$567K 0.1%
+3,926
94
$548K 0.1%
4,535
95
$535K 0.1%
4,500
96
$504K 0.09%
19,733
-366,813
97
$482K 0.09%
11,898
-1,077
98
$471K 0.08%
8,595
+288
99
$455K 0.08%
9,700
-3,561
100
$435K 0.08%
15,284
2 3
4
5 6