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
201
$31K ﹤0.01%
720
202
$30K ﹤0.01%
200
203
$28K ﹤0.01%
525
-300
204
$28K ﹤0.01%
350
205
$28K ﹤0.01%
4,260
+1,674
206
$27K ﹤0.01%
879
207
$27K ﹤0.01%
351
208
$27K ﹤0.01%
1,000
209
$26K ﹤0.01%
484
210
$26K ﹤0.01%
785
-130,117
211
$26K ﹤0.01%
233
212
$25K ﹤0.01%
155
213
$25K ﹤0.01%
150
214
$23K ﹤0.01%
1,780
215
$22K ﹤0.01%
400
216
$22K ﹤0.01%
1,925
217
$21K ﹤0.01%
720
218
$21K ﹤0.01%
333
219
$21K ﹤0.01%
121
220
$21K ﹤0.01%
250
221
$21K ﹤0.01%
600
+100
222
$20K ﹤0.01%
500
223
$20K ﹤0.01%
200
224
$20K ﹤0.01%
262
225
$20K ﹤0.01%
100
7 8
9
10 11