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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
Commerce Bancshares
CBSH
+$454K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23K ﹤0.01%
500
252
$23K ﹤0.01%
920
253
$22K ﹤0.01%
250
254
$22K ﹤0.01%
184
255
$22K ﹤0.01%
1,146
256
$21K ﹤0.01%
372
257
$21K ﹤0.01%
+1,380
258
$20K ﹤0.01%
167
+67
259
$20K ﹤0.01%
4
260
$20K ﹤0.01%
+400
261
$19K ﹤0.01%
+530
262
$19K ﹤0.01%
473
+130
263
$19K ﹤0.01%
420
264
$19K ﹤0.01%
490
265
$18K ﹤0.01%
700
266
$18K ﹤0.01%
67
267
$18K ﹤0.01%
100
268
$18K ﹤0.01%
+274
269
$18K ﹤0.01%
340
+300
270
$17K ﹤0.01%
85
271
$16K ﹤0.01%
2,325
+1,747
272
$15K ﹤0.01%
1,057
273
$15K ﹤0.01%
+200
274
$15K ﹤0.01%
479
+329
275
$15K ﹤0.01%
+276
9 10
11
12 13