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
201
$34K ﹤0.01%
433
202
$33K ﹤0.01%
500
203
$33K ﹤0.01%
825
-600
204
$32K ﹤0.01%
423
+69
205
$30K ﹤0.01%
2,263
-9,000
206
$30K ﹤0.01%
350
207
$30K ﹤0.01%
1,000
208
$28K ﹤0.01%
600
209
$28K ﹤0.01%
250
210
$27K ﹤0.01%
209
211
$27K ﹤0.01%
+618
212
$27K ﹤0.01%
1,500
213
$26K ﹤0.01%
721
-500
214
$26K ﹤0.01%
155
215
$26K ﹤0.01%
517
-207
216
$26K ﹤0.01%
+156
217
$25K ﹤0.01%
300
218
$25K ﹤0.01%
879
219
$24K ﹤0.01%
815
+95
220
$24K ﹤0.01%
200
221
$24K ﹤0.01%
1,050
222
$24K ﹤0.01%
300
223
$23K ﹤0.01%
870
-310
224
$23K ﹤0.01%
104
+4
225
$23K ﹤0.01%
333
7 8
9
10 11