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
$427M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$10.4M
3
+$9.16M
4
LYB icon
LyondellBasell Industries
LYB
+$8.9M
5
VQT
iPath S&P VEQTOR ETN
VQT
+$663K

Top Sells

1
+$23.1M
2
+$10.5M
3
+$6.21M
4
PM icon
Philip Morris
PM
+$661K
5
ATW
Atwood Oceanics
ATW
+$589K

Sector Composition

1 Technology 19.83%
2 Healthcare 15.87%
3 Financials 9.82%
4 Energy 6.54%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.4M 10.87%
314,961
+4,495
2
$23.7M 5.53%
+873,425
3
$18.7M 4.37%
672,873
-763
4
$14.7M 3.44%
122,334
+820
5
$14.4M 3.37%
88,284
+84
6
$14.1M 3.29%
178,258
+229
7
$13.1M 3.06%
162,355
-62
8
$12.9M 3.01%
183,107
-146
9
$12.4M 2.89%
174,427
+3,643
10
$12.2M 2.86%
138,529
+104
11
$11.3M 2.65%
493,717
+2,553
12
$11.1M 2.59%
404,367
+11,705
13
$10.8M 2.54%
98,497
+987
14
$10.7M 2.51%
275,500
+40
15
$10.6M 2.49%
141,958
+2,422
16
$10.4M 2.44%
139,376
+6,456
17
$10.4M 2.43%
+176,700
18
$10.4M 2.43%
402,080
-135
19
$10.3M 2.41%
459,495
-277,083
20
$9.63M 2.25%
327,817
-2,388
21
$9.4M 2.2%
82,282
+1,610
22
$9.16M 2.14%
93,304
+576
23
$9.16M 2.14%
+147,370
24
$8.9M 2.08%
+100,028
25
$8.29M 1.94%
191,314
-1,151
1
2 3 4 5