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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$31K ﹤0.01%
300
252
$30K ﹤0.01%
300
253
$30K ﹤0.01%
+135
254
$29K ﹤0.01%
1,144
255
$29K ﹤0.01%
448
256
$29K ﹤0.01%
1,925
257
$28K ﹤0.01%
2,500
258
$28K ﹤0.01%
720
259
$28K ﹤0.01%
121
260
$27K ﹤0.01%
5,000
261
$26K ﹤0.01%
340
262
$26K ﹤0.01%
130
263
$26K ﹤0.01%
520
264
$26K ﹤0.01%
+468
265
$26K ﹤0.01%
119
266
$25K ﹤0.01%
200
-50
267
$25K ﹤0.01%
143
268
$25K ﹤0.01%
65
+45
269
$25K ﹤0.01%
1,192
-386
270
$25K ﹤0.01%
+291
271
$24K ﹤0.01%
200
272
$24K ﹤0.01%
+107
273
$24K ﹤0.01%
450
274
$24K ﹤0.01%
830
275
$24K ﹤0.01%
2,512
+791
9 10
11
12 13