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
126
$158K 0.02%
500
127
$158K 0.02%
1,703
128
$150K 0.02%
2,800
+300
129
$150K 0.02%
12,480
130
$149K 0.02%
959
+92
131
$144K 0.02%
+1,515
132
$143K 0.02%
4,742
133
$141K 0.02%
1,071
134
$135K 0.02%
620
+150
135
$135K 0.02%
2,000
136
$132K 0.02%
10,234
137
$131K 0.02%
6,362
138
$127K 0.02%
+1,000
139
$126K 0.02%
1,164
140
$124K 0.02%
497
+88
141
$121K 0.02%
1,490
142
$118K 0.02%
2,372
143
$112K 0.02%
1,432
144
$112K 0.02%
1,500
145
$112K 0.02%
2,063
146
$111K 0.02%
8,800
147
$111K 0.02%
2,594
148
$109K 0.02%
1,348
149
$109K 0.02%
775
150
$108K 0.02%
+4,100
4 5
6
7 8