AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
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
+$22.1M
2
+$13.1M
3
+$11.2M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$11.2M
5
C icon
Citigroup
C
+$9.13M

Top Sells

1
+$12.6M
2
+$9.97M
3
+$9.91M
4
LKQ icon
LKQ Corp
LKQ
+$9.8M
5
AAPL icon
Apple
AAPL
+$7.53M

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
226
$23K ﹤0.01%
1,925
227
$23K ﹤0.01%
334
-433
228
$22K ﹤0.01%
501
229
$22K ﹤0.01%
500
230
$22K ﹤0.01%
304
231
$21K ﹤0.01%
350
232
$21K ﹤0.01%
402
+100
233
$21K ﹤0.01%
453
+53
234
$20K ﹤0.01%
500
235
$20K ﹤0.01%
200
236
$20K ﹤0.01%
484
-944
237
$19K ﹤0.01%
200
238
$19K ﹤0.01%
3,000
239
$19K ﹤0.01%
410
240
$18K ﹤0.01%
450
+100
241
$18K ﹤0.01%
187
242
$17K ﹤0.01%
200
243
$17K ﹤0.01%
434
244
$16K ﹤0.01%
1,057
245
$15K ﹤0.01%
262
246
$15K ﹤0.01%
100
247
$14K ﹤0.01%
2,586
248
$14K ﹤0.01%
75
249
$14K ﹤0.01%
176
+40
250
$14K ﹤0.01%
200
8 9
10
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