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
151
$107K 0.02%
1,558
152
$102K 0.02%
5,940
153
$96K 0.02%
6,700
154
$93K 0.01%
5,200
155
$87K 0.01%
1,200
156
$86K 0.01%
1,636
157
$86K 0.01%
5,200
+5,000
158
$84K 0.01%
265
+115
159
$81K 0.01%
4,400
+1,400
160
$79K 0.01%
1,100
161
$75K 0.01%
868
162
$75K 0.01%
468
+200
163
$75K 0.01%
1,811
164
$71K 0.01%
845
-10
165
$69K 0.01%
2,460
166
$69K 0.01%
1,500
167
$68K 0.01%
735
-65
168
$65K 0.01%
560
169
$63K 0.01%
2,550
170
$58K 0.01%
1,000
171
$58K 0.01%
2,500
172
$57K 0.01%
912
173
$57K 0.01%
+1,695
174
$56K 0.01%
1,030
-65
175
$53K 0.01%
+8,000
5 6
7
8 9