AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
This Quarter Return
+9.49%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$405M
AUM Growth
+$42.9M
(+12%)
Cap. Flow
+$8.57M
Cap. Flow
% of AUM
2.11%
Top 10 Holdings %
Top 10 Hldgs %
45.12%
Holding
113
New
5
Increased
28
Reduced
24
Closed
4
Top Buys
| 1 |
XVZ
iPath S&P 500 Dynamic VIX ETN
XVZ
|
$13.6M |
| 2 |
Fifth Third Bancorp
FITB
|
$888K |
| 3 |
CVS Health
CVS
|
$849K |
| 4 |
ATW
Atwood Oceanics
ATW
|
$589K |
| 5 |
Mastercard
MA
|
$578K |
Top Sells
| 1 |
Intel
INTC
|
$5.03M |
| 2 |
Microsoft
MSFT
|
$3.36M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$288K |
| 4 |
CERN
Cerner Corp
CERN
|
$265K |
| 5 |
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
|
$213K |
Sector Composition
| 1 | Technology | 21.7% |
| 2 | Healthcare | 15.68% |
| 3 | Financials | 10.17% |
| 4 | Energy | 7.09% |
| 5 | Consumer Staples | 5.24% |