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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24K ﹤0.01%
200
277
$24K ﹤0.01%
1,811
278
$23K ﹤0.01%
1,300
279
$23K ﹤0.01%
77
+60
280
$23K ﹤0.01%
879
281
$23K ﹤0.01%
701
-500
282
$22K ﹤0.01%
520
283
$22K ﹤0.01%
1,000
284
$22K ﹤0.01%
290
+135
285
$22K ﹤0.01%
501
-345
286
$22K ﹤0.01%
600
287
$21K ﹤0.01%
600
288
$21K ﹤0.01%
10
289
$21K ﹤0.01%
1,000
290
$21K ﹤0.01%
1,400
291
$21K ﹤0.01%
200
292
$21K ﹤0.01%
8,300
293
$20K ﹤0.01%
570
-177
294
$20K ﹤0.01%
302
295
$19K ﹤0.01%
519
296
$19K ﹤0.01%
1,568
297
$19K ﹤0.01%
500
298
$18K ﹤0.01%
85
299
$18K ﹤0.01%
500
300
$17K ﹤0.01%
1,200
10 11
12
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