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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
Commerce Bancshares
CBSH
+$454K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.01%
467
227
$31K 0.01%
337
-3,170
228
$31K 0.01%
230
-74
229
$31K 0.01%
471
230
$31K 0.01%
+332
231
$31K 0.01%
1,271
+521
232
$30K 0.01%
477
+100
233
$30K 0.01%
+450
234
$29K 0.01%
624
+613
235
$29K 0.01%
700
236
$28K 0.01%
479
237
$27K 0.01%
+325
238
$27K 0.01%
269
+195
239
$27K 0.01%
720
240
$27K 0.01%
500
-108
241
$26K ﹤0.01%
+599
242
$26K ﹤0.01%
419
243
$26K ﹤0.01%
+425
244
$26K ﹤0.01%
1,925
245
$25K ﹤0.01%
+1,000
246
$25K ﹤0.01%
155
247
$25K ﹤0.01%
250
+50
248
$24K ﹤0.01%
400
249
$24K ﹤0.01%
1,000
250
$24K ﹤0.01%
975
+775
8 9
10
11 12