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
$740M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$9.73M
3 +$7.69M
4
CE icon
Celanese
CE
+$7.5M
5
WMT icon
Walmart
WMT
+$7.23M

Top Sells

1 +$11.5M
2 +$9.19M
3 +$7.78M
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$7.49M
5
CSCO icon
Cisco
CSCO
+$6.83M

Sector Composition

1 Technology 22.12%
2 Financials 16.21%
3 Healthcare 10.24%
4 Industrials 9.94%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$810K 0.11%
8,560
-720
77
$718K 0.1%
12,600
78
$697K 0.09%
5,601
79
$654K 0.09%
15,000
-7,726
80
$644K 0.09%
13,600
81
$617K 0.08%
11,725
-200
82
$595K 0.08%
12,578
-800
83
$576K 0.08%
23,500
+9,775
84
$555K 0.08%
10,890
-641
85
$553K 0.07%
12,196
86
$550K 0.07%
8,000
87
$547K 0.07%
2,800
88
$520K 0.07%
11,631
+9,073
89
$519K 0.07%
2,500
90
$497K 0.07%
5,650
91
$454K 0.06%
6,894
92
$418K 0.06%
2,785
93
$405K 0.05%
5,531
-200
94
$394K 0.05%
13,592
95
$383K 0.05%
2,250
96
$373K 0.05%
2,740
-146
97
$361K 0.05%
4,750
98
$361K 0.05%
4,600
99
$350K 0.05%
8,542
100
$324K 0.04%
2,854