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
176
$58K 0.01%
400
177
$55K 0.01%
400
178
$54K 0.01%
642
+48
179
$53K 0.01%
150
180
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5,000
181
$49K 0.01%
351
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182
$48K 0.01%
632
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183
$44K 0.01%
700
184
$44K 0.01%
912
185
$44K 0.01%
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186
$42K 0.01%
600
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187
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+2,000
188
$39K 0.01%
400
189
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190
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191
$39K 0.01%
2,500
192
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150
193
$37K 0.01%
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194
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195
$36K ﹤0.01%
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196
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197
$35K ﹤0.01%
268
198
$34K ﹤0.01%
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199
$34K ﹤0.01%
2,500
200
$34K ﹤0.01%
351
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8
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