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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18K ﹤0.01%
100
277
$18K ﹤0.01%
311
278
$18K ﹤0.01%
350
-150
279
$18K ﹤0.01%
304
280
$18K ﹤0.01%
406
281
$18K ﹤0.01%
+93
282
$18K ﹤0.01%
+490
283
$17K ﹤0.01%
1,000
284
$17K ﹤0.01%
920
285
$17K ﹤0.01%
100
286
$17K ﹤0.01%
+677
287
$17K ﹤0.01%
315
+88
288
$17K ﹤0.01%
300
289
$17K ﹤0.01%
675
290
$16K ﹤0.01%
+2,085
291
$16K ﹤0.01%
85
292
$16K ﹤0.01%
+627
293
$15K ﹤0.01%
146
294
$15K ﹤0.01%
+890
295
$15K ﹤0.01%
+631
296
$15K ﹤0.01%
+138
297
$15K ﹤0.01%
210
-77
298
$15K ﹤0.01%
111
299
$15K ﹤0.01%
+188
300
$14K ﹤0.01%
373
10 11
12
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