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
$637M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.96M
3
+$8.45M
4
DHI icon
D.R. Horton
DHI
+$8.31M
5
LHX icon
L3Harris
LHX
+$7.26M

Top Sells

1
+$10M
2
+$7.77M
3
+$3.96M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K

Sector Composition

1 Technology 17.61%
2 Financials 13.83%
3 Healthcare 11.92%
4 Industrials 11.7%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K ﹤0.01%
+500
227
$18K ﹤0.01%
+100
228
$17K ﹤0.01%
2,026
-723
229
$17K ﹤0.01%
400
230
$16K ﹤0.01%
+200
231
$16K ﹤0.01%
+475
232
$16K ﹤0.01%
200
233
$15K ﹤0.01%
130
234
$15K ﹤0.01%
500
235
$15K ﹤0.01%
600
236
$15K ﹤0.01%
+125
237
$14K ﹤0.01%
410
238
$14K ﹤0.01%
+70
239
$14K ﹤0.01%
100
240
$14K ﹤0.01%
1,925
241
$13K ﹤0.01%
1,057
242
$13K ﹤0.01%
5,000
243
$13K ﹤0.01%
525
244
$13K ﹤0.01%
238
+75
245
$13K ﹤0.01%
200
246
$12K ﹤0.01%
1,780
247
$12K ﹤0.01%
+450
248
$12K ﹤0.01%
+125
249
$12K ﹤0.01%
113
250
$11K ﹤0.01%
+300
8 9
10
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