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
$637M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.96M
3
+$8.45M
4
DHI icon
D.R. Horton
DHI
+$8.31M
5
LHX icon
L3Harris
LHX
+$7.26M

Top Sells

1
+$10M
2
+$7.77M
3
+$3.96M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K

Sector Composition

1 Technology 17.61%
2 Financials 13.83%
3 Healthcare 11.92%
4 Industrials 11.7%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10K ﹤0.01%
350
252
$9K ﹤0.01%
650
253
$9K ﹤0.01%
+100
254
$9K ﹤0.01%
302
255
$9K ﹤0.01%
155
256
$9K ﹤0.01%
+800
257
$9K ﹤0.01%
200
258
$8K ﹤0.01%
100
259
$8K ﹤0.01%
200
260
$8K ﹤0.01%
350
261
$8K ﹤0.01%
40
262
$8K ﹤0.01%
116
263
$8K ﹤0.01%
2,120
264
$7K ﹤0.01%
643
265
$7K ﹤0.01%
50
266
$7K ﹤0.01%
221
267
$7K ﹤0.01%
500
268
$7K ﹤0.01%
280
269
$7K ﹤0.01%
125
270
$7K ﹤0.01%
100
271
$6K ﹤0.01%
400
272
$6K ﹤0.01%
221
273
$6K ﹤0.01%
75
274
$6K ﹤0.01%
75
275
$6K ﹤0.01%
39
9 10
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