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
151
$107K 0.01%
1,348
152
$104K 0.01%
5,891
-4,641
153
$101K 0.01%
2,004
-200
154
$100K 0.01%
980
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155
$95K 0.01%
455
156
$95K 0.01%
4,000
157
$95K 0.01%
1,685
158
$92K 0.01%
1,500
159
$92K 0.01%
374
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160
$87K 0.01%
770
161
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560
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162
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3,650
163
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164
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165
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166
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3,045
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167
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168
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169
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170
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171
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173
$67K 0.01%
750
174
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597
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175
$64K 0.01%
1,700
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7
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