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
$729M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$13.9M
3
+$11.2M
4
ON icon
ON Semiconductor
ON
+$10.3M
5
C icon
Citigroup
C
+$8.87M

Top Sells

1
+$12.3M
2
+$9.97M
3
+$9.85M
4
LKQ icon
LKQ Corp
LKQ
+$9.36M
5
AAPL icon
Apple
AAPL
+$7.69M

Sector Composition

1 Technology 22.86%
2 Financials 17.24%
3 Healthcare 9.21%
4 Industrials 8.77%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$318K 0.04%
1,164
+832
102
$315K 0.04%
2,250
103
$311K 0.04%
3,402
+52
104
$308K 0.04%
1,587
105
$300K 0.04%
5,940
106
$290K 0.04%
6,318
107
$290K 0.04%
1,500
108
$287K 0.04%
3,100
-1,250
109
$277K 0.04%
4,000
110
$276K 0.04%
4,224
-1,512
111
$275K 0.04%
8,094
-183
112
$272K 0.04%
5,400
-100
113
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4,750
-50
114
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16,000
115
$244K 0.03%
1,481
+29
116
$243K 0.03%
3,987
-713
117
$243K 0.03%
3,000
118
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1,500
119
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4,355
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120
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+2,350
121
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6,296
122
$211K 0.03%
12,780
123
$209K 0.03%
7,567
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124
$203K 0.03%
700
125
$201K 0.03%
4,234
3 4
5
6 7