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
$370M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$43.5M
2 +$18.1M
3 +$17.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$14.6M
5
INTC icon
Intel
INTC
+$14.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.28%
2 Healthcare 13.6%
3 Financials 8.24%
4 Energy 7.09%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$43.5M 11.75%
+310,311
2
$18.1M 4.89%
+742,393
3
$17.6M 4.76%
+573,547
4
$14.6M 3.95%
+666,489
5
$14.5M 3.92%
+598,521
6
$12.9M 3.5%
+374,840
7
$12.7M 3.43%
+164,830
8
$12.4M 3.36%
+139,133
9
$11.8M 3.19%
+275,810
10
$11.5M 3.12%
+185,571
11
$11.5M 3.11%
+188,154
12
$10.2M 2.75%
+120,173
13
$9.58M 2.59%
+405,426
14
$9.57M 2.59%
+88,200
15
$8.66M 2.34%
+168,904
16
$8.06M 2.18%
+446,485
17
$8.01M 2.17%
+93,305
18
$7.87M 2.13%
+97,240
19
$7.63M 2.06%
+79,092
20
$7.48M 2.02%
+297,572
21
$7.41M 2%
+103,105
22
$7.25M 1.96%
+126,830
23
$7.2M 1.95%
+276,825
24
$7.16M 1.94%
+124,650
25
$6.38M 1.73%
+78,541