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
$427M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$23.7M
2 +$10.4M
3 +$9.16M
4
LYB icon
LyondellBasell Industries
LYB
+$8.9M
5
VQT
iPath S&P VEQTOR ETN
VQT
+$663K

Top Sells

1 +$23.1M
2 +$10.5M
3 +$6.21M
4
PM icon
Philip Morris
PM
+$661K
5
ATW
Atwood Oceanics
ATW
+$589K

Sector Composition

1 Technology 19.83%
2 Healthcare 15.87%
3 Financials 9.82%
4 Energy 6.54%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$213K 0.05%
1,881
+70
102
$211K 0.05%
2,325
103
$203K 0.05%
11,817
+455
104
$202K 0.05%
5,236
105
$125K 0.03%
13,080
106
$63K 0.01%
800
107
-686,210
108
-11,025
109
-5,800
110
-281,682