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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Sells

1 +$18.6M
2 +$747K
3 +$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$30.4K ﹤0.01%
300
252
$30.3K ﹤0.01%
121
253
$29.7K ﹤0.01%
77
254
$29.6K ﹤0.01%
410
255
$29.6K ﹤0.01%
222
256
$29.3K ﹤0.01%
+500
257
$29.2K ﹤0.01%
1,811
258
$29.1K ﹤0.01%
5,000
259
$28.9K ﹤0.01%
300
260
$28K ﹤0.01%
200
261
$27.6K ﹤0.01%
570
262
$26.6K ﹤0.01%
85
263
$26.5K ﹤0.01%
509
264
$26.2K ﹤0.01%
60
265
$26K ﹤0.01%
200
266
$25.7K ﹤0.01%
879
267
$25.2K ﹤0.01%
550
268
$25.1K ﹤0.01%
720
269
$25K ﹤0.01%
450
270
$24.9K ﹤0.01%
247
271
$23.1K ﹤0.01%
1,220
-20
272
$23K ﹤0.01%
200
273
$22.1K ﹤0.01%
155
274
$21.5K ﹤0.01%
600
275
$20.8K ﹤0.01%
143