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
$729M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$13.1M
3
+$11.2M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$11.2M
5
C icon
Citigroup
C
+$9.13M

Top Sells

1
+$12.6M
2
+$9.97M
3
+$9.91M
4
LKQ icon
LKQ Corp
LKQ
+$9.8M
5
AAPL icon
Apple
AAPL
+$7.53M

Sector Composition

1 Technology 22.86%
2 Financials 17.24%
3 Healthcare 9.21%
4 Industrials 8.77%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K ﹤0.01%
+206
252
$13K ﹤0.01%
300
253
$13K ﹤0.01%
200
254
$12K ﹤0.01%
667
-667
255
$11K ﹤0.01%
500
256
$11K ﹤0.01%
100
257
$11K ﹤0.01%
643
258
$10K ﹤0.01%
100
259
$10K ﹤0.01%
200
260
$10K ﹤0.01%
123
-977
261
$9K ﹤0.01%
207
262
$9K ﹤0.01%
280
263
$9K ﹤0.01%
400
264
$9K ﹤0.01%
640
265
$9K ﹤0.01%
250
266
$9K ﹤0.01%
112
267
$8K ﹤0.01%
+278
268
$8K ﹤0.01%
+236
269
$8K ﹤0.01%
150
270
$7K ﹤0.01%
+60
271
$7K ﹤0.01%
200
272
$6K ﹤0.01%
300
273
$6K ﹤0.01%
84
274
$6K ﹤0.01%
250
275
$5K ﹤0.01%
+50
9 10
11
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