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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16.6K ﹤0.01%
65
277
$16.4K ﹤0.01%
1,057
278
$16.3K ﹤0.01%
75
279
$16.1K ﹤0.01%
355
280
$15.9K ﹤0.01%
2,500
281
$15.5K ﹤0.01%
+189
282
$15.4K ﹤0.01%
40
283
$15.2K ﹤0.01%
80
284
$14.7K ﹤0.01%
330
285
$13.9K ﹤0.01%
200
286
$13.6K ﹤0.01%
25
-15
287
$13.1K ﹤0.01%
150
288
$12.4K ﹤0.01%
100
289
$12.1K ﹤0.01%
350
290
$12K ﹤0.01%
136
291
$11.8K ﹤0.01%
400
292
$11.8K ﹤0.01%
643
293
$11.6K ﹤0.01%
75
294
$11.5K ﹤0.01%
501
295
$11.3K ﹤0.01%
175
296
$11.2K ﹤0.01%
440
+110
297
$11.2K ﹤0.01%
175
298
$11.1K ﹤0.01%
39
299
$11.1K ﹤0.01%
200
300
$10.7K ﹤0.01%
75
10 11
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