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
$556M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Sector Composition

1 Technology 25.6%
2 Healthcare 16.77%
3 Financials 15.23%
4 Industrials 7.38%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$9K ﹤0.01%
+150
277
$8K ﹤0.01%
504
278
$8K ﹤0.01%
158
279
$7K ﹤0.01%
500
280
$7K ﹤0.01%
280
281
$6K ﹤0.01%
27
282
$6K ﹤0.01%
68
283
$6K ﹤0.01%
54
284
$6K ﹤0.01%
75
285
$5K ﹤0.01%
123
286
$5K ﹤0.01%
100
287
$5K ﹤0.01%
+60
288
$5K ﹤0.01%
200
289
$5K ﹤0.01%
131
290
$5K ﹤0.01%
75
291
$5K ﹤0.01%
845
292
$5K ﹤0.01%
100
293
$5K ﹤0.01%
499
294
$5K ﹤0.01%
+200
295
$4K ﹤0.01%
2,000
296
$4K ﹤0.01%
174
297
$4K ﹤0.01%
2,000
298
$4K ﹤0.01%
100
299
$4K ﹤0.01%
+750
300
$4K ﹤0.01%
134