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
$729M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$13.1M
3
+$11.2M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$11.2M
5
C icon
Citigroup
C
+$9.13M

Top Sells

1
+$12.6M
2
+$9.97M
3
+$9.91M
4
LKQ icon
LKQ Corp
LKQ
+$9.8M
5
AAPL icon
Apple
AAPL
+$7.53M

Sector Composition

1 Technology 22.86%
2 Financials 17.24%
3 Healthcare 9.21%
4 Industrials 8.77%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
+50
277
$5K ﹤0.01%
100
278
$5K ﹤0.01%
100
279
$4K ﹤0.01%
+32
280
$4K ﹤0.01%
+33
281
$4K ﹤0.01%
+85
282
$4K ﹤0.01%
100
283
$3K ﹤0.01%
100
-105
284
$3K ﹤0.01%
+7
285
$3K ﹤0.01%
+32
286
$3K ﹤0.01%
+76
287
$3K ﹤0.01%
+25
288
$3K ﹤0.01%
845
289
$3K ﹤0.01%
+43
290
$3K ﹤0.01%
+65
291
$3K ﹤0.01%
174
292
$2K ﹤0.01%
+36
293
$2K ﹤0.01%
96
294
$2K ﹤0.01%
300
295
$2K ﹤0.01%
+102
296
$2K ﹤0.01%
800
297
$2K ﹤0.01%
+40
298
$2K ﹤0.01%
80
299
$2K ﹤0.01%
+28
300
$2K ﹤0.01%
65
10 11
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