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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Sells

1 +$8.61M
2 +$7.28M
3 +$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$18.4K ﹤0.01%
500
277
$17.6K ﹤0.01%
1,057
278
$17.6K ﹤0.01%
113
279
$17.5K ﹤0.01%
330
280
$17.5K ﹤0.01%
+430
281
$16.7K ﹤0.01%
155
282
$16.6K ﹤0.01%
40
283
$16.1K ﹤0.01%
37
284
$15.9K ﹤0.01%
500
285
$15.3K ﹤0.01%
345
286
$15.1K ﹤0.01%
355
287
$14.9K ﹤0.01%
232
-92
288
$14.6K ﹤0.01%
630
289
$14.2K ﹤0.01%
150
290
$14.1K ﹤0.01%
519
291
$14K ﹤0.01%
102
+2
292
$13.5K ﹤0.01%
200
293
$13.4K ﹤0.01%
175
294
$13.3K ﹤0.01%
175
295
$13.2K ﹤0.01%
30
296
$12.9K ﹤0.01%
189
297
$12.5K ﹤0.01%
643
298
$12.1K ﹤0.01%
75
299
$11.8K ﹤0.01%
400
300
$11.6K ﹤0.01%
200