AP
Atwood & Palmer Portfolio holdings
AUM $1.6B
This Quarter Return
-0.02%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.44B
AUM Growth
-$17.7M (-1%)
Cap. Flow
+$330K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
29.83%
Holding
487
New
17
Increased
71
Reduced
109
Closed
46
Top Buys
| 1 | $15M | |
| 2 | $12.4M | |
| 3 | $4.68M | |
| 4 | $4.36M | |
| 5 | $2.05M |
Top Sells
| 1 | $36.4M | |
| 2 | $2.13M | |
| 3 | $1.65M | |
| 4 | $1.63M | |
| 5 | $1.45M |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Healthcare | 14.95% |
| 3 | Financials | 9.45% |
| 4 | Industrials | 7.48% |
| 5 | Consumer Discretionary | 7.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $47.9K | ﹤0.01% | 240 | – | – | |||
| $45.2K | ﹤0.01% | 178 | – | – | |||
| $44.8K | ﹤0.01% | 82 | – | – | |||
| $43K | ﹤0.01% | 141 | – | – | |||
| $42.8K | ﹤0.01% | 137 +110 | +407% | +$34.3K | |||
| $42.7K | ﹤0.01% | 679 -130 | -16% | -$8.18K | |||
| $42.7K | ﹤0.01% | 629 -167 | -21% | -$11.3K | |||
| $42.6K | ﹤0.01% | 45 +10 | +29% | +$9.47K | |||
| $41.1K | ﹤0.01% | 67 | – | – | |||
| $40.6K | ﹤0.01% | 389 +352 | +951% | +$36.7K | |||
| $40.5K | ﹤0.01% | 448 | – | – | |||
| $40.5K | ﹤0.01% | 153 | – | – | |||
| $40K | ﹤0.01% | 575 | – | – | |||
| $39.9K | ﹤0.01% | 1,325 | – | – | |||
| $39.3K | ﹤0.01% | 130 -75 | -37% | -$22.6K | |||
| $38.8K | ﹤0.01% | 559 | – | – | |||
| $38.4K | ﹤0.01% | 1,100 | – | – | |||
| $37.2K | ﹤0.01% | 85 | – | – | |||
| $37.1K | ﹤0.01% | 922 | – | – | |||
| $36.8K | ﹤0.01% | 396 | – | – | |||
| $36.7K | ﹤0.01% | 400 | – | – | |||
| $35.7K | ﹤0.01% | 1,550 | – | – | |||
| $35.6K | ﹤0.01% | 131 -87 | -40% | -$23.6K | |||
| $35K | ﹤0.01% | 1,140 -2,057 | -64% | -$63.2K | |||
| $35K | ﹤0.01% | 315 | – | – |
