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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17K ﹤0.01%
330
277
$17K ﹤0.01%
200
-550
278
$17K ﹤0.01%
1,568
279
$17K ﹤0.01%
500
280
$16K ﹤0.01%
247
281
$16K ﹤0.01%
1,144
282
$16K ﹤0.01%
519
283
$16K ﹤0.01%
324
284
$16K ﹤0.01%
40
285
$16K ﹤0.01%
85
-200
286
$15K ﹤0.01%
1,057
287
$15K ﹤0.01%
1,200
288
$15K ﹤0.01%
501
289
$15K ﹤0.01%
113
-500
290
$14K ﹤0.01%
355
-700
291
$14K ﹤0.01%
155
292
$14K ﹤0.01%
80
293
$13K ﹤0.01%
136
294
$13K ﹤0.01%
8,300
295
$13K ﹤0.01%
750
296
$12K ﹤0.01%
150
297
$12K ﹤0.01%
40
298
$11K ﹤0.01%
643
299
$11K ﹤0.01%
100
300
$11K ﹤0.01%
200
10 11
12
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