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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K ﹤0.01%
879
252
$24K ﹤0.01%
570
253
$24K ﹤0.01%
701
254
$23K ﹤0.01%
300
255
$23K ﹤0.01%
77
256
$23K ﹤0.01%
290
257
$23K ﹤0.01%
468
258
$22K ﹤0.01%
1,400
259
$22K ﹤0.01%
302
260
$22K ﹤0.01%
200
261
$22K ﹤0.01%
6,100
262
$21K ﹤0.01%
600
263
$21K ﹤0.01%
10
264
$21K ﹤0.01%
1,300
265
$21K ﹤0.01%
+583
266
$21K ﹤0.01%
200
267
$20K ﹤0.01%
1,000
268
$20K ﹤0.01%
2,512
269
$20K ﹤0.01%
500
270
$20K ﹤0.01%
60
-454
271
$19K ﹤0.01%
85
272
$18K ﹤0.01%
1,000
273
$18K ﹤0.01%
145
-125
274
$18K ﹤0.01%
1,192
275
$17K ﹤0.01%
550
9 10
11
12 13