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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K ﹤0.01%
1,607
227
$40K ﹤0.01%
3,500
228
$40K ﹤0.01%
3,700
229
$39K ﹤0.01%
629
230
$39K ﹤0.01%
922
231
$39K ﹤0.01%
200
-39
232
$38K ﹤0.01%
5,500
233
$38K ﹤0.01%
1,476
234
$37K ﹤0.01%
400
235
$37K ﹤0.01%
362
236
$37K ﹤0.01%
450
237
$37K ﹤0.01%
600
-100
238
$36K ﹤0.01%
913
239
$36K ﹤0.01%
250
240
$36K ﹤0.01%
445
241
$35K ﹤0.01%
6,100
242
$34K ﹤0.01%
364
243
$34K ﹤0.01%
168
244
$34K ﹤0.01%
270
+145
245
$34K ﹤0.01%
600
246
$33K ﹤0.01%
3,700
247
$33K ﹤0.01%
100
248
$32K ﹤0.01%
410
249
$32K ﹤0.01%
5,286
250
$31K ﹤0.01%
4,050
8 9
10
11 12