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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$33.2K ﹤0.01%
130
252
$33.2K ﹤0.01%
448
253
$32.9K ﹤0.01%
+40
254
$32.8K ﹤0.01%
85
255
$32.2K ﹤0.01%
121
256
$31.9K ﹤0.01%
200
257
$31.6K ﹤0.01%
200
258
$31.4K ﹤0.01%
200
259
$31.3K ﹤0.01%
+1,265
260
$31.1K ﹤0.01%
300
261
$30.9K ﹤0.01%
570
262
$30.4K ﹤0.01%
61
263
$30.1K ﹤0.01%
500
264
$28.5K ﹤0.01%
840
265
$28.1K ﹤0.01%
315
266
$27.3K ﹤0.01%
362
267
$27.3K ﹤0.01%
+509
268
$26.9K ﹤0.01%
425
-225
269
$26.8K ﹤0.01%
152
+148
270
$26.7K ﹤0.01%
85
271
$26.6K ﹤0.01%
+152
272
$25.7K ﹤0.01%
720
273
$25.4K ﹤0.01%
127
+61
274
$25K ﹤0.01%
+874
275
$24.8K ﹤0.01%
410
9 10
11
12 13