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
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63.5K ﹤0.01%
800
227
$59K ﹤0.01%
1,385
228
$58.5K ﹤0.01%
275
-50
229
$57.8K ﹤0.01%
730
230
$56.6K ﹤0.01%
820
231
$56.5K ﹤0.01%
1,000
232
$55.5K ﹤0.01%
5,078
233
$55.4K ﹤0.01%
971
234
$55.3K ﹤0.01%
663
235
$54.1K ﹤0.01%
603
236
$54K ﹤0.01%
350
237
$53.1K ﹤0.01%
1,080
-8,155
238
$52.8K ﹤0.01%
67
239
$52K ﹤0.01%
+2,828
240
$50.9K ﹤0.01%
737
+178
241
$50.6K ﹤0.01%
679
242
$46.8K ﹤0.01%
131
243
$46.3K ﹤0.01%
1,895
-1,475
244
$44.7K ﹤0.01%
424
+109
245
$44.3K ﹤0.01%
+8,465
246
$43.7K ﹤0.01%
431
+131
247
$43.6K ﹤0.01%
500
248
$43.6K ﹤0.01%
396
249
$43K ﹤0.01%
800
-3,700
250
$42.7K ﹤0.01%
575
8 9
10
11 12