AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$8.14M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
QCOM icon
Qualcomm
QCOM
+$4.87M

Top Sells

1
+$5.25M
2
+$4.39M
3
+$1.05M
4
XOM icon
Exxon Mobil
XOM
+$876K
5
CBSH icon
Commerce Bancshares
CBSH
+$466K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15K ﹤0.01%
377
+102
277
$14K ﹤0.01%
150
278
$14K ﹤0.01%
+300
279
$14K ﹤0.01%
+847
280
$14K ﹤0.01%
+406
281
$13K ﹤0.01%
+115
282
$13K ﹤0.01%
+476
283
$13K ﹤0.01%
100
284
$13K ﹤0.01%
+163
285
$13K ﹤0.01%
+108
286
$13K ﹤0.01%
300
287
$13K ﹤0.01%
+115
288
$13K ﹤0.01%
209
289
$13K ﹤0.01%
+167
290
$12K ﹤0.01%
225
291
$12K ﹤0.01%
228
292
$12K ﹤0.01%
+1,155
293
$12K ﹤0.01%
100
294
$11K ﹤0.01%
+356
295
$11K ﹤0.01%
+125
296
$11K ﹤0.01%
+114
297
$11K ﹤0.01%
700
298
$11K ﹤0.01%
100
299
$11K ﹤0.01%
+250
300
$11K ﹤0.01%
500
10 11
12
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