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
$637M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$6.67M
3
+$6.38M
4
NOC icon
Northrop Grumman
NOC
+$6.1M
5
C icon
Citigroup
C
+$5.62M

Top Sells

1
+$7.65M
2
+$7.11M
3
+$3.4M
4
ON icon
ON Semiconductor
ON
+$2.52M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$317K

Sector Composition

1 Technology 17.61%
2 Financials 13.83%
3 Healthcare 11.92%
4 Industrials 11.7%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$292K 0.05%
4,631
-300
102
$289K 0.05%
3,662
+162
103
$278K 0.04%
13,092
104
$265K 0.04%
6,428
105
$260K 0.04%
1,500
106
$249K 0.04%
1,800
107
$249K 0.04%
3,000
108
$228K 0.04%
882
109
$220K 0.03%
2,184
110
$219K 0.03%
1,800
111
$218K 0.03%
4,566
+900
112
$215K 0.03%
1,287
113
$214K 0.03%
2,810
+310
114
$209K 0.03%
1,593
+93
115
$208K 0.03%
5,616
116
$207K 0.03%
6,013
117
$200K 0.03%
2,072
+700
118
$196K 0.03%
8,250
119
$191K 0.03%
670
+100
120
$191K 0.03%
4,000
121
$186K 0.03%
1,390
+75
122
$176K 0.03%
7,200
123
$166K 0.03%
18,500
124
$165K 0.03%
2,250
125
$160K 0.03%
7,105
+1,104
3 4
5
6 7