AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$42.4K ﹤0.01%
629
252
$42.2K ﹤0.01%
+2,304
253
$41.2K ﹤0.01%
46
+25
254
$40.1K ﹤0.01%
+227
255
$40K ﹤0.01%
1,325
256
$38.4K ﹤0.01%
50
257
$38.4K ﹤0.01%
389
258
$37.7K ﹤0.01%
+193
259
$37.7K ﹤0.01%
130
260
$37.4K ﹤0.01%
153
261
$36.4K ﹤0.01%
448
262
$36K ﹤0.01%
370
263
$35.8K ﹤0.01%
1,550
264
$35.7K ﹤0.01%
85
265
$34.6K ﹤0.01%
545
266
$34.1K ﹤0.01%
60
-1
267
$34.1K ﹤0.01%
464
268
$33.2K ﹤0.01%
365
269
$32.3K ﹤0.01%
400
+200
270
$32K ﹤0.01%
720
271
$31.5K ﹤0.01%
+2,000
272
$31.5K ﹤0.01%
30
-15
273
$31.4K ﹤0.01%
82
274
$31.4K ﹤0.01%
1,400
+200
275
$31.3K ﹤0.01%
570
9 10
11
12 13