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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.01%
351
227
$30K 0.01%
428
228
$29K 0.01%
253
229
$29K 0.01%
500
-61
230
$29K 0.01%
+2,280
231
$29K 0.01%
608
232
$28K 0.01%
5,000
233
$28K 0.01%
155
234
$28K 0.01%
800
235
$27K 0.01%
524
-745
236
$27K 0.01%
+1,130
237
$27K 0.01%
425
238
$27K 0.01%
+712
239
$27K 0.01%
+585
240
$26K 0.01%
375
241
$26K 0.01%
+1,085
242
$26K 0.01%
+318
243
$25K ﹤0.01%
610
-100
244
$25K ﹤0.01%
246
+146
245
$25K ﹤0.01%
+1,382
246
$24K ﹤0.01%
+211
247
$24K ﹤0.01%
+465
248
$24K ﹤0.01%
+450
249
$24K ﹤0.01%
+438
250
$24K ﹤0.01%
1,925
8 9
10
11 12