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
151
$104K 0.01%
2,355
152
$103K 0.01%
3,605
+2,735
153
$102K 0.01%
2,460
154
$97K 0.01%
300
155
$96K 0.01%
470
156
$92K 0.01%
855
157
$90K 0.01%
1,200
158
$88K 0.01%
560
159
$86K 0.01%
1,636
-200
160
$86K 0.01%
1,100
161
$85K 0.01%
1,100
162
$83K 0.01%
1,100
-2,162
163
$82K 0.01%
1,500
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164
$74K 0.01%
868
165
$70K 0.01%
1,794
166
$70K 0.01%
766
167
$61K 0.01%
3,700
168
$59K 0.01%
534
-100
169
$58K 0.01%
750
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170
$56K 0.01%
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171
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+2,100
172
$55K 0.01%
300
173
$54K 0.01%
676
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174
$54K 0.01%
361
175
$54K 0.01%
2,000
-3,400
5 6
7
8 9