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
126
$196K 0.03%
9,000
127
$195K 0.03%
2,000
-43
128
$191K 0.03%
1,819
+19
129
$189K 0.03%
5,934
-293,846
130
$185K 0.03%
1,800
-200
131
$180K 0.02%
1,164
132
$168K 0.02%
900
-100
133
$166K 0.02%
5,048
+120
134
$163K 0.02%
1,032
-2,500
135
$157K 0.02%
1,846
+1,446
136
$153K 0.02%
6,714
137
$150K 0.02%
2,500
138
$144K 0.02%
2,625
+1,525
139
$141K 0.02%
1,186
140
$139K 0.02%
850
141
$131K 0.02%
2,600
142
$123K 0.02%
1,582
143
$123K 0.02%
400
144
$123K 0.02%
4,302
+102
145
$122K 0.02%
867
146
$121K 0.02%
1,423
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147
$119K 0.02%
1,000
148
$113K 0.02%
3,000
149
$110K 0.02%
1,100
150
$108K 0.01%
2,550
4 5
6
7 8