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
201
$35K 0.01%
561
-1,954
202
$34K 0.01%
710
203
$34K 0.01%
471
204
$33K 0.01%
635
+11
205
$33K 0.01%
263
206
$33K 0.01%
1,000
207
$33K 0.01%
484
-547
208
$32K 0.01%
532
-500
209
$30K 0.01%
5,000
210
$30K 0.01%
479
211
$30K 0.01%
155
212
$30K 0.01%
425
213
$29K 0.01%
350
-920
214
$28K 0.01%
1,500
215
$28K 0.01%
269
216
$28K 0.01%
375
217
$28K 0.01%
608
+108
218
$27K ﹤0.01%
325
219
$27K ﹤0.01%
577
+100
220
$27K ﹤0.01%
1,380
221
$27K ﹤0.01%
544
+4
222
$26K ﹤0.01%
500
223
$25K ﹤0.01%
+304
224
$24K ﹤0.01%
530
225
$23K ﹤0.01%
500
7 8
9
10 11