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
$729M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$13.9M
3
+$11.2M
4
ON icon
ON Semiconductor
ON
+$10.3M
5
C icon
Citigroup
C
+$8.87M

Top Sells

1
+$12.3M
2
+$9.97M
3
+$9.85M
4
LKQ icon
LKQ Corp
LKQ
+$9.36M
5
AAPL icon
Apple
AAPL
+$7.69M

Sector Composition

1 Technology 22.86%
2 Financials 17.24%
3 Healthcare 9.21%
4 Industrials 8.77%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$672K 0.09%
19,513
+73
77
$661K 0.09%
12,775
-800
78
$615K 0.08%
10,280
+3,924
79
$555K 0.08%
12,600
-1,000
80
$505K 0.07%
+463,630
81
$501K 0.07%
11,415
-1,800
82
$470K 0.06%
100,000
83
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8,000
84
$462K 0.06%
10,750
-1,982
85
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3,200
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86
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4,000
87
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3,262
88
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2,729
89
$425K 0.06%
15,092
90
$409K 0.06%
5,900
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91
$405K 0.06%
2,861
+11
92
$382K 0.05%
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93
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4,600
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94
$367K 0.05%
5,709
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95
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2,250
96
$334K 0.05%
6,750
97
$331K 0.05%
2,400
98
$329K 0.05%
18,500
99
$328K 0.05%
3,000
-2,300
100
$324K 0.04%
5,152
2 3
4
5 6