AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+9.98%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$778M
AUM Growth
+$36M
(+4.9%)
Cap. Flow
-$34.3M
Cap. Flow
% of AUM
-4.41%
Top 10 Holdings %
Top 10 Hldgs %
38.99%
Holding
310
New
3
Increased
13
Reduced
59
Closed
9
Top Buys
Top Sells
| 1 |
United Rentals
URI
|
$11.4M |
| 2 |
Becton Dickinson
BDX
|
$4.13M |
| 3 |
CDW
CDW
|
$1.77M |
| 4 |
First Trust Dorsey Wright International Focus 5 ETF
IFV
|
$1.55M |
| 5 |
ON Semiconductor
ON
|
$1.31M |
Sector Composition
| 1 | Technology | 21.96% |
| 2 | Financials | 16.08% |
| 3 | Industrials | 9.74% |
| 4 | Healthcare | 9.32% |
| 5 | Consumer Discretionary | 4.04% |
