AP
Atwood & Palmer Portfolio holdings
AUM $1.6B
This Quarter Return
-0.02%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.44B
AUM Growth
-$17.7M (-1%)
Cap. Flow
+$330K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
29.83%
Holding
487
New
17
Increased
71
Reduced
109
Closed
46
Top Buys
| 1 | $15M | |
| 2 | $12.4M | |
| 3 | $4.68M | |
| 4 | $4.36M | |
| 5 | $2.05M |
Top Sells
| 1 | $36.4M | |
| 2 | $2.13M | |
| 3 | $1.65M | |
| 4 | $1.63M | |
| 5 | $1.45M |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Healthcare | 14.95% |
| 3 | Financials | 9.45% |
| 4 | Industrials | 7.48% |
| 5 | Consumer Discretionary | 7.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $34.1K | ﹤0.01% | 500 | – | – | |||
| $34K | ﹤0.01% | 247 | – | – | |||
| $33.1K | ﹤0.01% | 720 | – | – | |||
| $32.1K | ﹤0.01% | 300 | – | – | |||
| $32K | ﹤0.01% | 121 | – | – | |||
| $31.6K | ﹤0.01% | 545 | – | – | |||
| $31.3K | ﹤0.01% | 570 | – | – | |||
| $31.2K | ﹤0.01% | 61 | – | – | |||
| $31.2K | ﹤0.01% | 1,000 | – | – | |||
| $31.1K | ﹤0.01% | 150 -50 | -25% | -$10.4K | |||
| $30.4K | ﹤0.01% | 365 | – | – | |||
| $29.5K | ﹤0.01% | 2,424 | – | – | |||
| $29.3K | ﹤0.01% | 132 | – | – | |||
| $28.9K | ﹤0.01% | 975 | – | – | |||
| $28.3K | ﹤0.01% | +82 | New | +$28.3K | |||
| $27.9K | ﹤0.01% | 617 | – | – | |||
| $27.6K | ﹤0.01% | 550 -25 | -4% | -$1.26K | |||
| $27.5K | ﹤0.01% | 50 -5 | -9% | -$2.75K | |||
| $27.4K | ﹤0.01% | 879 | – | – | |||
| $27.3K | ﹤0.01% | 1,200 -300 | -20% | -$6.81K | |||
| $26.9K | ﹤0.01% | 370 | – | – | |||
| $25.9K | ﹤0.01% | 580 | – | – | |||
| $25.7K | ﹤0.01% | 155 | – | – | |||
| $25.7K | ﹤0.01% | 232 | – | – | |||
| $24.9K | ﹤0.01% | 298 +166 | +126% | +$13.9K |
