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
$560M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$7.1M
3
+$6.87M
4
HIW icon
Highwoods Properties
HIW
+$6.57M
5
CELG
Celgene Corp
CELG
+$6.47M

Top Sells

1
+$11.5M
2
+$10.5M
3
+$9.37M
4
PG icon
Procter & Gamble
PG
+$8.94M
5
TMO icon
Thermo Fisher Scientific
TMO
+$5.25M

Sector Composition

1 Technology 15.02%
2 Healthcare 13.98%
3 Financials 9.96%
4 Industrials 5.18%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$395K 0.07%
12,000
102
$382K 0.07%
6,311
-239
103
$363K 0.06%
4,179
-2,479
104
$350K 0.06%
6,214
105
$334K 0.06%
3,054
106
$327K 0.06%
3,357
-600
107
$274K 0.05%
21,957
+2,263
108
$273K 0.05%
3,500
-4,000
109
$271K 0.05%
6,300
-6,000
110
$268K 0.05%
5,437
-23
111
$256K 0.05%
6,318
112
$250K 0.04%
+2,175
113
$250K 0.04%
1,811
114
$248K 0.04%
3,105
-393
115
$234K 0.04%
5,046
-60
116
$233K 0.04%
2,154
117
$228K 0.04%
+10,780
118
$223K 0.04%
3,942
+1,636
119
$206K 0.04%
2,332
-43
120
$205K 0.04%
300
121
$205K 0.04%
3,459
122
$197K 0.04%
2,250
-50
123
$197K 0.04%
4,857
124
$192K 0.03%
4,554
125
$191K 0.03%
2,300
-940
3 4
5
6 7