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
$637M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.96M
3
+$8.45M
4
DHI icon
D.R. Horton
DHI
+$8.31M
5
LHX icon
L3Harris
LHX
+$7.26M

Top Sells

1
+$10M
2
+$7.77M
3
+$3.96M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K

Sector Composition

1 Technology 17.61%
2 Financials 13.83%
3 Healthcare 11.92%
4 Industrials 11.7%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
100
277
$5K ﹤0.01%
275
+219
278
$5K ﹤0.01%
117
279
$4K ﹤0.01%
160
280
$4K ﹤0.01%
+10
281
$4K ﹤0.01%
+143
282
$4K ﹤0.01%
80
283
$4K ﹤0.01%
500
284
$4K ﹤0.01%
45
285
$4K ﹤0.01%
250
286
$4K ﹤0.01%
30
287
$4K ﹤0.01%
73
288
$4K ﹤0.01%
25
289
$4K ﹤0.01%
131
290
$3K ﹤0.01%
600
291
$3K ﹤0.01%
+19
292
$3K ﹤0.01%
200
293
$3K ﹤0.01%
20
294
$3K ﹤0.01%
2,800
295
$3K ﹤0.01%
640
296
$3K ﹤0.01%
2,500
297
$3K ﹤0.01%
200
298
$3K ﹤0.01%
20
299
$3K ﹤0.01%
+1,000
300
$3K ﹤0.01%
750
10 11
12
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