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
1
$50.9M 6.87%
2,571,762
+28,932
2
$33.1M 4.47%
297,951
-103,563
3
$29.7M 4.02%
543,452
-124,809
4
$29.6M 3.99%
81,284
5
$28.5M 3.84%
96,934
-10,155
6
$25.3M 3.42%
529,210
-7,454
7
$24.9M 3.36%
1,231,437
-2,895
8
$24.9M 3.36%
187,613
+23
9
$23.9M 3.23%
90,523
-5,228
10
$23.9M 3.23%
174,406
-4,714
11
$21M 2.83%
144,440
-2,851
12
$18.5M 2.49%
661,485
-18,204
13
$18.4M 2.48%
227,025
+300
14
$17.3M 2.33%
692,427
+5,600
15
$16.7M 2.26%
714,314
-13,517
16
$16.4M 2.22%
304,100
+1,240
17
$16.3M 2.21%
233,339
+771
18
$15.2M 2.06%
307,956
+552
19
$15.1M 2.04%
1,443,025
+4,595
20
$14.9M 2.02%
220,853
+282
21
$14M 1.9%
202,270
+1,535
22
$13M 1.75%
302,573
+1,788
23
$12.6M 1.71%
373,039
+825
24
$12.4M 1.67%
50,288
-434
25
$12M 1.62%
238,080
+5,325
1
2 3 4 5