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
176
$54K 0.01%
+1,100
177
$50K 0.01%
437
-370
178
$50K 0.01%
300
179
$49K 0.01%
400
180
$47K 0.01%
268
-60
181
$46K 0.01%
452
182
$45K 0.01%
700
183
$45K 0.01%
922
184
$44K 0.01%
150
185
$44K 0.01%
500
186
$43K 0.01%
650
187
$41K 0.01%
1,811
188
$41K 0.01%
400
189
$40K 0.01%
2,500
190
$39K 0.01%
652
191
$39K 0.01%
600
192
$38K 0.01%
286
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193
$37K 0.01%
1,500
194
$37K 0.01%
835
-168,960
195
$36K ﹤0.01%
5,000
196
$35K ﹤0.01%
970
-24
197
$35K ﹤0.01%
398
-25
198
$34K ﹤0.01%
500
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199
$33K ﹤0.01%
+1,100
200
$31K ﹤0.01%
2,263
-5
6 7
8
9 10