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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$7.64M
3
+$5.13M
4
AAPL icon
Apple
AAPL
+$4.96M
5
CDW icon
CDW
CDW
+$4.84M

Top Sells

1
+$36.9M
2
+$9.43M
3
+$6.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.99M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K ﹤0.01%
+5,545
252
$24K ﹤0.01%
+470
253
$23K ﹤0.01%
2,000
+1,950
254
$23K ﹤0.01%
830
+600
255
$23K ﹤0.01%
+1,820
256
$23K ﹤0.01%
838
+294
257
$23K ﹤0.01%
+166
258
$22K ﹤0.01%
453
+270
259
$22K ﹤0.01%
+555
260
$22K ﹤0.01%
209
261
$22K ﹤0.01%
82
262
$22K ﹤0.01%
530
263
$22K ﹤0.01%
500
264
$21K ﹤0.01%
77
265
$21K ﹤0.01%
500
266
$21K ﹤0.01%
1,000
267
$21K ﹤0.01%
577
268
$21K ﹤0.01%
+749
269
$20K ﹤0.01%
+436
270
$20K ﹤0.01%
720
271
$20K ﹤0.01%
422
-62
272
$19K ﹤0.01%
700
273
$19K ﹤0.01%
200
274
$19K ﹤0.01%
+5,260
275
$18K ﹤0.01%
+490
9 10
11
12 13