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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48.9K ﹤0.01%
800
227
$48.7K ﹤0.01%
240
-240
228
$48.7K ﹤0.01%
600
-150
229
$48.4K ﹤0.01%
238
-335
230
$46K ﹤0.01%
261
231
$45.2K ﹤0.01%
178
232
$44K ﹤0.01%
67
-2
233
$43K ﹤0.01%
+488
234
$42.5K ﹤0.01%
1,385
235
$41.2K ﹤0.01%
629
236
$41.1K ﹤0.01%
600
237
$40.2K ﹤0.01%
1,000
238
$39.4K ﹤0.01%
1,325
-100
239
$37.9K ﹤0.01%
+1,427
240
$37.4K ﹤0.01%
351
241
$37.1K ﹤0.01%
82
242
$36.7K ﹤0.01%
400
243
$36.6K ﹤0.01%
679
244
$36.6K ﹤0.01%
922
245
$36.5K ﹤0.01%
1,476
246
$35.6K ﹤0.01%
+829
247
$35.6K ﹤0.01%
12
248
$35.3K ﹤0.01%
200
249
$34.9K ﹤0.01%
+1,073
250
$34.5K ﹤0.01%
550
8 9
10
11 12