AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$827K
3 +$762K
4
ATW
Atwood Oceanics
ATW
+$595K
5
MA icon
Mastercard
MA
+$514K

Sector Composition

1 Technology 21.7%
2 Healthcare 15.68%
3 Financials 10.17%
4 Energy 7.09%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$119K 0.03%
13,080
102
$52K 0.01%
800
103
-3,900