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
151
$104K 0.02%
1,339
-894
152
$104K 0.02%
912
-271
153
$102K 0.02%
7,590
+750
154
$99K 0.02%
750
-1,138
155
$99K 0.02%
2,127
-9,835
156
$97K 0.02%
600
157
$96K 0.02%
1,271
158
$95K 0.02%
1,150
-170
159
$90K 0.02%
1,783
160
$89K 0.02%
1,800
161
$84K 0.02%
2,000
162
$83K 0.01%
764
163
$81K 0.01%
5,000
164
$81K 0.01%
1,118
-741
165
$80K 0.01%
1,425
166
$80K 0.01%
3,252
-66
167
$80K 0.01%
5,303
168
$76K 0.01%
1,100
169
$75K 0.01%
498
170
$75K 0.01%
888
-354
171
$75K 0.01%
1,348
172
$74K 0.01%
4,000
173
$74K 0.01%
1,000
174
$72K 0.01%
1,200
-300
175
$67K 0.01%
1,050
+300
5 6
7
8 9