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

Top Buys

1
+$10.1M
2
+$9.73M
3
+$7.69M
4
CE icon
Celanese
CE
+$7.5M
5
WMT icon
Walmart
WMT
+$7.23M

Top Sells

1
+$11.5M
2
+$9.19M
3
+$7.78M
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$7.49M
5
CSCO icon
Cisco
CSCO
+$6.83M

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
126
$193K 0.03%
6,700
127
$183K 0.02%
4,742
128
$182K 0.02%
2,500
129
$179K 0.02%
1,071
130
$173K 0.02%
1,164
131
$171K 0.02%
+8,100
132
$171K 0.02%
867
133
$169K 0.02%
12,480
-300
134
$168K 0.02%
3,202
-1,024
135
$164K 0.02%
700
136
$155K 0.02%
5,896
137
$151K 0.02%
570
138
$150K 0.02%
4,000
139
$149K 0.02%
2,600
140
$148K 0.02%
6,362
141
$140K 0.02%
2,063
142
$127K 0.02%
519
-249
143
$126K 0.02%
1,432
-150
144
$123K 0.02%
6,314
145
$120K 0.02%
1,500
146
– –
0
147
$119K 0.02%
1,348
148
$117K 0.02%
917
-83
149
$109K 0.01%
2,550
150
$107K 0.01%
3,650
4 5
6
7 8