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
1
$73.4M 10.08%
3,526,947
+1,004,898
2
$34.2M 4.7%
423,599
-2,199
3
$31.5M 4.32%
160,068
-2,963
4
$29.5M 4.05%
685,953
+10,739
5
$27.2M 3.74%
547,486
+5,064
6
$25.2M 3.46%
186,852
-1,657
7
$24M 3.3%
81,284
-50
8
$22.9M 3.14%
110,590
-1,799
9
$21M 2.89%
229,413
+17,925
10
$20.3M 2.79%
913,119
+464,794
11
$20.2M 2.77%
144,464
-895
12
$19.8M 2.72%
837,225
+338,735
13
$18.9M 2.6%
659,728
+30,842
14
$17.2M 2.36%
691,636
+64,423
15
$16.3M 2.24%
292,320
-97,020
16
$15.6M 2.14%
220,356
-4,032
17
$15.3M 2.1%
228,447
+132,562
18
$14.7M 2.02%
192,628
-129,231
19
$14.4M 1.97%
1,401,550
+495,300
20
$14.1M 1.93%
304,536
-166,076
21
$13.9M 1.9%
+193,590
22
$12.8M 1.76%
196,308
+2,426
23
$12.2M 1.68%
52,326
-589
24
$11.2M 1.53%
+222,500
25
$10.3M 1.42%
69,865
+6,350
1
2 3 4 5