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
176
$66K 0.01%
1,400
-570
177
$62K 0.01%
1,500
178
$58K 0.01%
380
179
$58K 0.01%
600
180
$55K 0.01%
1,575
181
$53K 0.01%
692
182
$53K 0.01%
428
-913
183
$53K 0.01%
1,365
184
$49K 0.01%
615
185
$48K 0.01%
1,330
-1,903
186
$48K 0.01%
1,000
187
$48K 0.01%
612
188
$46K 0.01%
800
189
$46K 0.01%
585
-370
190
$46K 0.01%
402
-41
191
$44K 0.01%
388
192
$44K 0.01%
675
193
$43K 0.01%
765
-1,391
194
$42K 0.01%
+1,000
195
$42K 0.01%
500
196
$41K 0.01%
1,500
+300
197
$40K 0.01%
1,000
198
$39K 0.01%
930
199
$39K 0.01%
1,560
200
$38K 0.01%
400
6 7
8
9 10