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
$740M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$9.43M
3
+$7.41M
4
CE icon
Celanese
CE
+$7.21M
5
PYPL icon
PayPal
PYPL
+$6.9M

Top Sells

1
+$10.9M
2
+$9.13M
3
+$7.98M
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$7.41M
5
CSCO icon
Cisco
CSCO
+$6.89M

Sector Composition

1 Technology 22.12%
2 Financials 16.21%
3 Healthcare 10.24%
4 Industrials 9.94%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$301K 0.04%
1,500
102
$298K 0.04%
1,800
103
$294K 0.04%
3,500
-200
104
$293K 0.04%
5,940
105
$293K 0.04%
3,000
106
$287K 0.04%
1,700
-150
107
$284K 0.04%
964
-200
108
$276K 0.04%
18,500
109
$274K 0.04%
5,616
-702
110
$272K 0.04%
5,000
111
$271K 0.04%
1,942
112
$267K 0.04%
4,000
113
$261K 0.04%
1,500
114
$260K 0.04%
16,000
115
$254K 0.03%
6,013
-216
116
$252K 0.03%
2,184
117
$248K 0.03%
1,287
-300
118
$231K 0.03%
2,495
-84,024
119
$230K 0.03%
1,315
120
$210K 0.03%
1,452
-2,979
121
$204K 0.03%
5,250
-1,500
122
$198K 0.03%
1,800
123
$196K 0.03%
1,703
124
$194K 0.03%
3,666
-568
125
$194K 0.03%
3,000
3 4
5
6 7