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
126
$188K 0.03%
1,792
127
$188K 0.03%
5,676
128
$186K 0.03%
2,000
129
$186K 0.03%
5,300
130
$176K 0.03%
3,550
131
$172K 0.03%
2,100
132
$169K 0.03%
5,990
-594
133
$168K 0.03%
1,467
134
$158K 0.03%
1,636
135
$152K 0.03%
1,379
136
$151K 0.03%
1,328
+180
137
$149K 0.03%
13,380
138
$145K 0.03%
+10,000
139
$138K 0.02%
1,800
140
$136K 0.02%
7,000
-1,700
141
$133K 0.02%
4,200
142
$132K 0.02%
8,582
+50
143
$123K 0.02%
1,733
+1,533
144
$122K 0.02%
1,800
145
$121K 0.02%
2,500
146
$121K 0.02%
1,074
-26
147
$120K 0.02%
2,900
148
$120K 0.02%
2,000
149
$118K 0.02%
523
150
$110K 0.02%
2,269
-797
4 5
6
7 8