AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
This Quarter Return
+21.77%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$740M
AUM Growth
+$740M
(+16%)
Cap. Flow
-$23.4M
Cap. Flow
% of AUM
-3.16%
Top 10 Holdings %
Top 10 Hldgs %
35.03%
Holding
338
New
16
Increased
33
Reduced
45
Closed
16
Top Buys
Top Sells
| 1 |
Citigroup
C
|
$18.4M |
| 2 |
ON Semiconductor
ON
|
$8.72M |
| 3 |
CBRE Group
CBRE
|
$6.94M |
| 4 |
First Trust Dorsey Wright International Focus 5 ETF
IFV
|
$5.52M |
| 5 |
Celanese
CE
|
$5.15M |
Sector Composition
| 1 | Technology | 17.85% |
| 2 | Healthcare | 15.39% |
| 3 | Financials | 12.79% |
| 4 | Industrials | 11.9% |
| 5 | Consumer Discretionary | 4.92% |
