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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24.3K ﹤0.01%
247
277
$24.2K ﹤0.01%
+141
278
$23.9K ﹤0.01%
+41
279
$23.5K ﹤0.01%
155
280
$23.4K ﹤0.01%
879
281
$23.3K ﹤0.01%
1,000
282
$23.3K ﹤0.01%
+1,046
283
$23.2K ﹤0.01%
+2,073
284
$23.1K ﹤0.01%
330
285
$23.1K ﹤0.01%
1,000
-3,200
286
$23.1K ﹤0.01%
40
287
$23K ﹤0.01%
+216
288
$22.7K ﹤0.01%
1,057
289
$22.5K ﹤0.01%
500
290
$22.4K ﹤0.01%
415
-15
291
$22.3K ﹤0.01%
630
292
$22.2K ﹤0.01%
+1,531
293
$21.9K ﹤0.01%
+232
294
$21K ﹤0.01%
680
295
$20.7K ﹤0.01%
232
296
$20.6K ﹤0.01%
113
297
$20.6K ﹤0.01%
501
298
$20K ﹤0.01%
37
299
$19.7K ﹤0.01%
75
-75
300
$19.6K ﹤0.01%
+218
10 11
12
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