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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24.7K ﹤0.01%
200
252
$24.6K ﹤0.01%
10
253
$24.3K ﹤0.01%
85
254
$24.2K ﹤0.01%
145
255
$22.6K ﹤0.01%
60
256
$22.4K ﹤0.01%
302
257
$22.2K ﹤0.01%
200
258
$21.6K ﹤0.01%
600
259
$21.6K ﹤0.01%
207
+7
260
$20.5K ﹤0.01%
500
261
$20.1K ﹤0.01%
570
262
$19.6K ﹤0.01%
6,100
263
$19.6K ﹤0.01%
500
264
$19.1K ﹤0.01%
1,000
265
$18.9K ﹤0.01%
384
266
$18.8K ﹤0.01%
550
267
$18.6K ﹤0.01%
247
268
$18.6K ﹤0.01%
324
269
$18.2K ﹤0.01%
750
270
$17.9K ﹤0.01%
85
271
$17.4K ﹤0.01%
113
272
$17.4K ﹤0.01%
155
273
$17.2K ﹤0.01%
+500
274
$17K ﹤0.01%
37
275
$16.9K ﹤0.01%
519
9 10
11
12 13