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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K ﹤0.01%
200
227
$33.9K ﹤0.01%
701
228
$33.6K ﹤0.01%
300
229
$32.7K ﹤0.01%
410
230
$32.5K ﹤0.01%
600
231
$31.8K ﹤0.01%
142
232
$31.7K ﹤0.01%
879
233
$31.6K ﹤0.01%
5,000
234
$30.4K ﹤0.01%
448
235
$30.1K ﹤0.01%
4,254
+1,742
236
$29.8K ﹤0.01%
206
237
$29.7K ﹤0.01%
300
238
$29.2K ﹤0.01%
3,000
239
$29K ﹤0.01%
65
240
$28.9K ﹤0.01%
121
-172
241
$28K ﹤0.01%
1,811
242
$27.9K ﹤0.01%
200
243
$27.7K ﹤0.01%
222
244
$27.6K ﹤0.01%
135
245
$27.1K ﹤0.01%
720
246
$25.9K ﹤0.01%
143
247
$25.5K ﹤0.01%
290
248
$25.2K ﹤0.01%
77
249
$25.1K ﹤0.01%
1,925
250
$24.8K ﹤0.01%
450
8 9
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