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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Sells

1 +$18.6M
2 +$747K
3 +$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$20.2K ﹤0.01%
1,925
277
$19.9K ﹤0.01%
207
-87
278
$19.5K ﹤0.01%
500
279
$19.5K ﹤0.01%
65
280
$19.5K ﹤0.01%
500
281
$19.4K ﹤0.01%
330
282
$19.4K ﹤0.01%
40
283
$19.3K ﹤0.01%
113
284
$19.2K ﹤0.01%
680
285
$18.7K ﹤0.01%
1,057
286
$18.5K ﹤0.01%
430
287
$18.5K ﹤0.01%
355
288
$17.4K ﹤0.01%
37
289
$17.3K ﹤0.01%
500
290
$17.1K ﹤0.01%
+193
291
$16.7K ﹤0.01%
150
292
$15.9K ﹤0.01%
2,500
293
$15.3K ﹤0.01%
232
294
$15.1K ﹤0.01%
630
295
$15.1K ﹤0.01%
345
296
$14.8K ﹤0.01%
200
297
$14.6K ﹤0.01%
189
298
$14.4K ﹤0.01%
175
299
$13.8K ﹤0.01%
+136
300
$13.6K ﹤0.01%
100
-2